Glassman Wealth Services’s Carriage Services CSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-41	Closed	-$1.16K	–	1998
2023 Q3	$1.16K	Hold	41	–	–	﹤0.01%	1508
2023 Q2	$1.33K	Hold	41	–	–	﹤0.01%	1364
2023 Q1	$1.25K	Hold	41	–	–	﹤0.01%	1364
2022 Q4	$1.13K	Buy	+41	New	+$1.13K	﹤0.01%	1391