Creative Planning’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+4,380
| New | +$200K | ﹤0.01% | 3206 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | – | – | 2213 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 4509 |
|
|
2017
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 4516 |
|
|
2016
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4451 |
|
|
2014
Q3 | – | Sell |
-32
| Closed | -$1K | – | 3864 |
|
|
2014
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3508 |
|