BerganKDV Wealth Management’s Carlisle Companies CSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$18K	Sell	70 -8	-10%	-$1.77K	﹤0.01%	501
2023 Q1	$17.7K	Hold	78	–	–	﹤0.01%	531
2022 Q4	$18.4K	Sell	78 -3	-4%	-$772	﹤0.01%	504
2022 Q3	$23K	Hold	81	–	–	﹤0.01%	471
2022 Q2	$19K	Hold	81	–	–	﹤0.01%	498
2022 Q1	$20K	Hold	81	–	–	﹤0.01%	512
2021 Q4	$20K	Hold	81	–	–	﹤0.01%	541
2021 Q3	$16K	Buy	81 +39	+93%	+$7.87K	﹤0.01%	560
2021 Q2	$8K	Buy	42 +1	+2%	+$186	﹤0.01%	639
2021 Q1	$7K	Hold	41	–	–	﹤0.01%	623
2020 Q4	$6K	Hold	41	–	–	﹤0.01%	631
2020 Q3	$5K	Sell	41 -15	-27%	-$1.84K	﹤0.01%	573
2020 Q2	$7K	Buy	56 +30	+115%	+$3.61K	﹤0.01%	579
2020 Q1	$3K	Hold	26	–	–	﹤0.01%	656
2019 Q4	$4K	Buy	26 +11	+73%	+$1.7K	﹤0.01%	650
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	629
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	663
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	658
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	608
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	579
2018 Q2	$2K	Buy	+15	New	+$1.59K	﹤0.01%	600