Creekmur Asset Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202 | Sell |
4
-1
| -20% | -$51 | ﹤0.01% | 709 |
|
|
2025
Q1 | $195 | Sell |
5
-1
| -17% | -$39 | ﹤0.01% | 663 |
|
|
2024
Q4 | $255 | Hold |
6
| – | – | ﹤0.01% | 777 |
|
|
2024
Q3 | $210 | Sell |
6
-129
| -96% | -$4.52K | ﹤0.01% | 858 |
|
|
2024
Q2 | $3.63K | Sell |
135
-1,271
| -90% | -$34.2K | ﹤0.01% | 625 |
|
|
2024
Q1 | $38K | Sell |
1,406
-4,739
| -77% | -$128K | 0.01% | 284 |
|
|
2023
Q4 | $154K | Buy |
+6,145
| New | +$154K | 0.05% | 160 |
|