Farther Finance Advisors’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2K | Buy |
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|
2025
Q2 | $915 | Hold |
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|
2025
Q1 | $774 | Hold |
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|
2024
Q4 | $797 | Hold |
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|
2024
Q3 | $657 | Hold |
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|
2024
Q2 | $530 | Hold |
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|
2024
Q1 | $530 | Hold |
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|
2023
Q4 | $500 | Sell |
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|
2023
Q3 | $876 | Hold |
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|
2023
Q2 | $1.01K | Hold |
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|
2023
Q1 | $946 | Hold |
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|
2022
Q4 | $854 | Buy |
|