A detailed history of Bergan Kdv Wealth Management, LLC transactions in Carlisle Companies Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 70 shares of CSL stock, worth $31,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
70
Previous 78 10.26%
Holding current value
$31,475
Previous $17,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$205.6 - $256.53 $1,644 - $2,052
-8 Reduced 10.26%
70 $17,000
Q4 2022

Jan 31, 2023

SELL
$226.1 - $298.43 $678 - $895
-3 Reduced 3.7%
78 $18,000
Q3 2021

Nov 12, 2021

BUY
$189.7 - $214.16 $7,398 - $8,352
39 Added 92.86%
81 $16,000
Q2 2021

Aug 10, 2021

BUY
$167.05 - $196.27 $167 - $196
1 Added 2.44%
42 $8,000
Q3 2020

Nov 05, 2020

SELL
$112.99 - $132.43 $1,694 - $1,986
-15 Reduced 26.79%
41 $5,000
Q2 2020

Aug 13, 2020

BUY
$103.45 - $137.41 $3,103 - $4,122
30 Added 115.38%
56 $7,000
Q4 2019

Feb 10, 2020

BUY
$138.07 - $163.07 $1,518 - $1,793
11 Added 73.33%
26 $4,000
Q2 2018

Jul 23, 2018

BUY
$97.41 - $111.49 $1,461 - $1,672
15 New
15 $2,000

Others Institutions Holding CSL

About CARLISLE COMPANIES INC


  • Ticker CSL
  • Exchange NYSE
  • Sector Industrials
  • Industry Building Products & Equipment
  • Shares Outstandng 51,724,300
  • Market Cap $23.3B
  • Description
  • Carlisle Companies Incorporated operates as a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. It operates through three segments: Carlisle Construction Materials, Carlisle Interconnect Technologies, and Carlisle Fluid Technologies. The Carlisle Cons...
More about CSL
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.