Freedom Investment Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-15,962
| Closed | -$441K | – | 984 |
|
|
2018
Q1 | $441K | Buy |
15,962
+99
| +0.6% | +$2.74K | 0.02% | 680 |
|
|
2017
Q4 | $408K | Buy |
15,863
+1,070
| +7% | +$27.5K | 0.02% | 724 |
|
|
2017
Q3 | $379K | Sell |
14,793
-1,922
| -11% | -$49.2K | 0.02% | 724 |
|
|
2017
Q2 | $451K | Sell |
16,715
-4,388
| -21% | -$118K | 0.03% | 608 |
|
|
2017
Q1 | $572K | Buy |
21,103
+1,277
| +6% | +$34.6K | 0.03% | 501 |
|
|
2016
Q4 | $568K | Buy |
19,826
+5,947
| +43% | +$170K | 0.04% | 439 |
|
|
2016
Q3 | $328K | Sell |
13,879
-600
| -4% | -$14.2K | 0.02% | 591 |
|
|
2016
Q2 | $343K | Buy |
14,479
+506
| +4% | +$12K | 0.02% | 540 |
|
|
2016
Q1 | $302K | Sell |
13,973
-717
| -5% | -$15.5K | 0.02% | 554 |
|
|
2015
Q4 | $354K | Buy |
14,690
+3,309
| +29% | +$79.7K | 0.03% | 504 |
|
|
2015
Q3 | $121K | Buy |
11,381
+2,504
| +28% | +$26.6K | 0.01% | 648 |
|
|
2015
Q2 | $212K | Sell |
8,877
-87
| -1% | -$2.08K | 0.02% | 620 |
|
|
2015
Q1 | $214K | Buy |
+8,964
| New | +$214K | 0.02% | 574 |
|