Advisor Group’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-110
| Closed | -$2K | – | 5223 |
|
|
2019
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 4928 |
|
|
2018
Q4 | $2K | Hold |
110
| – | – | ﹤0.01% | 4785 |
|
|
2018
Q3 | $2K | Sell |
110
-77
| -41% | -$1.4K | ﹤0.01% | 4825 |
|
|
2018
Q2 | $5K | Buy |
187
+1
| +0.5% | +$27 | ﹤0.01% | 4363 |
|
|
2018
Q1 | $5K | Hold |
186
| – | – | ﹤0.01% | 4380 |
|
|
2017
Q4 | $5K | Hold |
186
| – | – | ﹤0.01% | 4379 |
|
|
2017
Q3 | $5K | Hold |
186
| – | – | ﹤0.01% | 4251 |
|
|
2017
Q2 | $5K | Sell |
186
-74
| -28% | -$1.99K | ﹤0.01% | 4214 |
|
|
2017
Q1 | $7K | Hold |
260
| – | – | ﹤0.01% | 3957 |
|
|
2016
Q4 | $7K | Buy |
260
+50
| +24% | +$1.35K | ﹤0.01% | 3767 |
|
|
2016
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 3870 |
|
|
2016
Q2 | $4K | Buy |
+210
| New | +$4K | ﹤0.01% | 3841 |
|