CMF
Counterpoint Mutual Funds’s Carriage Services CSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $418K | Buy |
+9,140
| New | +$418K | 0.04% | 127 |
|
2022
Q3 | – | Sell |
-6,228
| Closed | -$247K | – | 266 |
|
2022
Q2 | $247K | Buy |
+6,228
| New | +$247K | 0.17% | 8 |
|
2021
Q4 | – | Sell |
-465
| Closed | -$21K | – | 175 |
|
2021
Q3 | $21K | Buy |
465
+102
| +28% | +$4.61K | 0.02% | 22 |
|
2021
Q2 | $13K | Buy |
+363
| New | +$13K | 0.01% | 53 |
|