Bard Associates’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Sell |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $4.44M | Sell |
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|
2024
Q3 | $3.67M | Hold |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.04M | Sell |
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|
2023
Q4 | $2.83M | Sell |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $3.21M | Hold |
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|
2022
Q3 | $3.75M | Sell |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $6.11M | Sell |
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|
2021
Q4 | $7.49M | Sell |
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|
2021
Q3 | $5.33M | Sell |
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|
2021
Q2 | $4.47M | Sell |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $3.88M | Sell |
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|
2020
Q3 | $2.82M | Sell |
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|
2020
Q2 | $2.3M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $3.31M | Sell |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $2.64M | Sell |
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|
2019
Q1 | $2.69M | Sell |
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|
2018
Q4 | $2.19M | Sell |
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|
2018
Q3 | $3.07M | Sell |
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|
2018
Q2 | $3.54M | Sell |
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|
2018
Q1 | $4M | Sell |
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|
2017
Q4 | $3.82M | Sell |
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|
2017
Q3 | $3.81M | Sell |
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|
2017
Q2 | $4.02M | Sell |
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|
2017
Q1 | $4.13M | Sell |
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|
2016
Q4 | $4.75M | Sell |
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|
2016
Q3 | $4.02M | Sell |
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|
2016
Q2 | $4.07M | Sell |
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|
2016
Q1 | $3.84M | Sell |
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|
2015
Q4 | $4.3M | Sell |
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|
2015
Q3 | $4.03M | Sell |
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|
2015
Q2 | $4.59M | Sell |
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|
2015
Q1 | $4.87M | Sell |
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|
2014
Q4 | $4.49M | Sell |
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|
2014
Q3 | $3.72M | Sell |
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|
2014
Q2 | $3.68M | Sell |
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|
2014
Q1 | $3.97M | Sell |
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|
2013
Q4 | $4.35M | Sell |
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|
2013
Q3 | $4.47M | Sell |
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|
2013
Q2 | $3.97M | Buy |
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