Carson Wealth (CWM LLC)’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Sell |
866
-7
| -0.8% | -$323 | ﹤0.01% | 3440 |
|
|
2025
Q1 | $34K | Buy |
873
+23
| +3% | +$896 | ﹤0.01% | 3279 |
|
|
2024
Q4 | $34K | Buy |
850
+365
| +75% | +$14.6K | ﹤0.01% | 3073 |
|
|
2024
Q3 | $16K | Buy |
485
+218
| +82% | +$7.19K | ﹤0.01% | 3491 |
|
|
2024
Q2 | $7K | Buy |
267
+65
| +32% | +$1.7K | ﹤0.01% | 3704 |
|
|
2024
Q1 | $5K | Hold |
202
| – | – | ﹤0.01% | 3636 |
|
|
2023
Q4 | $5K | Sell |
202
-1,239
| -86% | -$30.7K | ﹤0.01% | 3490 |
|
|
2023
Q3 | $41K | Hold |
1,441
| – | – | ﹤0.01% | 2181 |
|
|
2023
Q2 | $47K | Hold |
1,441
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q1 | $44K | Sell |
1,441
-140
| -9% | -$4.28K | ﹤0.01% | 1941 |
|
|
2022
Q4 | $44K | Buy |
1,581
+1,531
| +3,062% | +$42.6K | ﹤0.01% | 1800 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 3426 |
|
|
2022
Q2 | $2K | Sell |
50
-1
| -2% | -$40 | ﹤0.01% | 3305 |
|
|
2022
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 2999 |
|
|
2021
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 2945 |
|