Clarus Wealth Advisors’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-309
| Closed | -$6K | – | 219 |
|
|
2019
Q2 | $6K | Buy |
309
+2
| +0.7% | +$39 | ﹤0.01% | 472 |
|
|
2019
Q1 | $6K | Buy |
307
+1
| +0.3% | +$20 | ﹤0.01% | 558 |
|
|
2018
Q4 | $5K | Buy |
306
+1
| +0.3% | +$16 | 0.01% | 576 |
|
|
2018
Q3 | $7K | Sell |
305
-17
| -5% | -$390 | ﹤0.01% | 579 |
|
|
2018
Q2 | $9K | Buy |
+322
| New | +$9K | 0.01% | 538 |
|