Emerald Mutual Fund Advisers Trust’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-19,614
| Closed | -$562K | – | 265 |
|
|
2016
Q4 | $562K | Hold |
19,614
| – | – | 0.03% | 234 |
|
|
2016
Q3 | $464K | Buy |
19,614
+384
| +2% | +$9.08K | 0.02% | 236 |
|
|
2016
Q2 | $455K | Buy |
19,230
+827
| +4% | +$19.6K | 0.03% | 216 |
|
|
2016
Q1 | $398K | Sell |
18,403
-4,171
| -18% | -$90.2K | 0.02% | 207 |
|
|
2015
Q4 | $544K | Sell |
22,574
-2,483
| -10% | -$59.8K | 0.03% | 208 |
|
|
2015
Q3 | $541K | Sell |
25,057
-1,443
| -5% | -$31.2K | 0.04% | 215 |
|
|
2015
Q2 | $633K | Buy |
+26,500
| New | +$633K | 0.05% | 194 |
|