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Freedom Investment Management’s Carriage Services CSV Stock Holding History

Freedom Investment Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,962
Closed -$441K – 985
2018
Q1 		$441K Buy
15,962
+99
+0.6% +$2.68K 0.02% 680
2017
Q4 		$408K Buy
15,863
+1,070
+7% +$27.3K 0.02% 724
2017
Q3 		$379K Sell
14,793
-1,922
-11% -$48.1K 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% +$34.2K 0.03% 501
2016
Q4 		$568K Buy
19,826
+5,947
+43% +$154K 0.04% 439
2016
Q3 		$328K Sell
13,879
-600
-4% -$14.2K 0.02% 591
2016
Q2 		$343K Buy
14,479
+506
+4% +$11.6K 0.02% 540
2016
Q1 		$302K Sell
13,973
-717
-5% -$15.3K 0.02% 554
2015
Q4 		$354K Buy
14,690
+3,309
+29% +$77.2K 0.03% 504
2015
Q3 		$121K Buy
11,381
+2,504
+28% +$57.4K 0.01% 648
2015
Q2 		$212K Sell
8,877
-87
-1% -$2.12K 0.02% 620
2015
Q1 		$214K Buy
+8,964
New +$203K 0.02% 574

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GACM
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