First Trust 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
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $916K | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $887K | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $488K | Sell |
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|
2019
Q4 | $924K | Sell |
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|
2019
Q3 | $752K | Buy |
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|
2019
Q2 | $570K | Sell |
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|
2019
Q1 | $581K | Buy |
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|
2018
Q4 | $413K | Buy |
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|
2018
Q3 | $483K | Buy |
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|
2018
Q2 | $412K | Buy |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $337K | Buy |
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|
2017
Q3 | $306K | Buy |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $326K | Sell |
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|
2016
Q4 | $469K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $224K | Sell |
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|
2015
Q3 | $204K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $7.27M | Sell |
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|
2013
Q3 | $7.57M | Buy |
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|
2013
Q2 | $6.12M | Buy |
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