Advisornet Financial’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,069
| Closed | -$63.2K | – | 2367 |
|
|
2023
Q1 | $63.2K | Buy |
2,069
+7
| +0.3% | +$214 | 0.01% | 733 |
|
|
2022
Q4 | $56.8K | Buy |
2,062
+9
| +0.4% | +$248 | 0.01% | 757 |
|
|
2022
Q3 | $66K | Sell |
2,053
-1,849
| -47% | -$59.4K | 0.01% | 766 |
|
|
2022
Q2 | $155K | Buy |
3,902
+10
| +0.3% | +$397 | 0.02% | 555 |
|
|
2022
Q1 | $208K | Sell |
3,892
-132
| -3% | -$7.05K | 0.01% | 552 |
|
|
2021
Q4 | $259K | Buy |
+4,024
| New | +$259K | 0.02% | 541 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$20K | – | 1867 |
|
|
2019
Q3 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 1174 |
|