Farther Finance Advisors’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 | $915 | Hold |
20
| – | – | ﹤0.01% | 3916 |
|
|
2025
Q1 | $774 | Hold |
20
| – | – | ﹤0.01% | 3687 |
|
|
2024
Q4 | $797 | Hold |
20
| – | – | ﹤0.01% | 3317 |
|
|
2024
Q3 | $657 | Hold |
20
| – | – | ﹤0.01% | 3353 |
|
|
2024
Q2 | $530 | Hold |
20
| – | – | ﹤0.01% | 3270 |
|
|
2024
Q1 | $530 | Hold |
20
| – | – | ﹤0.01% | 3006 |
|
|
2023
Q4 | $500 | Sell |
20
-11
| -35% | -$275 | ﹤0.01% | 2978 |
|
|
2023
Q3 | $876 | Hold |
31
| – | – | ﹤0.01% | 2113 |
|
|
2023
Q2 | $1.01K | Hold |
31
| – | – | ﹤0.01% | 1974 |
|
|
2023
Q1 | $946 | Hold |
31
| – | – | ﹤0.01% | 1859 |
|
|
2022
Q4 | $854 | Buy |
+31
| New | +$854 | ﹤0.01% | 1690 |
|