DIM
DC Investments Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,392
| Closed | -$374K | – | 93 |
|
|
2024
Q3 | $374K | Hold |
11,392
| – | – | 0.26% | 65 |
|
|
2024
Q2 | $306K | Hold |
11,392
| – | – | 0.26% | 71 |
|
|
2024
Q1 | $308K | Hold |
11,392
| – | – | 0.25% | 81 |
|
|
2023
Q4 | $285K | Hold |
11,392
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $322K | Sell |
11,392
-4,581
| -29% | -$129K | 0.4% | 60 |
|
|
2023
Q2 | $519K | Sell |
15,973
-26,874
| -63% | -$873K | 0.6% | 38 |
|
|
2023
Q1 | $1.31M | Sell |
42,847
-43,048
| -50% | -$1.31M | 1.56% | 17 |
|
|
2022
Q4 | $2.37M | Buy |
85,895
+27,204
| +46% | +$749K | 2.99% | 13 |
|
|
2022
Q3 | $1.89M | Buy |
+58,691
| New | +$1.89M | 4.32% | 10 |
|