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C.M. Bidwell & Associates’s Carriage Services CSV Stock Holding History

C.M. Bidwell & Associates’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-55
Closed -$2K – 505
2022
Q3 		$2K Hold
55
– – ﹤0.01% 415
2022
Q2 		$2K Hold
55
– – ﹤0.01% 429
2022
Q1 		$3K Sell
55
-25
-31% -$1.32K ﹤0.01% 439
2021
Q4 		$5K Buy
+80
New +$4.14K ﹤0.01% 429

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FAM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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HA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return