Allworth Financial’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7K | Buy |
59
+41
| +228% | +$1.88K | ﹤0.01% | 3570 |
|
|
2025
Q1 | $704 | Hold |
18
| – | – | ﹤0.01% | 3583 |
|
|
2024
Q4 | $715 | Hold |
18
| – | – | ﹤0.01% | 3498 |
|
|
2024
Q3 | $591 | Buy |
+18
| New | +$591 | ﹤0.01% | 3374 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 626 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 529 |
|
|
2015
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
|
2015
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 522 |
|