Cornerstone Wealth Management’s Carriage Services CSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-18,680
Closed -$736K 491
2018
Q3
$736K Sell
18,680
-13,723
-42% -$541K 0.01% 795
2018
Q2
$1.31M Buy
+32,403
New +$1.31M 0.01% 671