GHA
GW Henssler & Associates’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,723
| Closed | -$342K | – | 233 |
|
|
2021
Q1 | $342K | Hold |
9,723
| – | – | 0.02% | 167 |
|
|
2020
Q4 | $305K | Sell |
9,723
-1,997
| -17% | -$62.6K | 0.02% | 167 |
|
|
2020
Q3 | $261K | Buy |
11,720
+640
| +6% | +$14.3K | 0.02% | 163 |
|
|
2020
Q2 | $201K | Buy |
+11,080
| New | +$201K | 0.02% | 189 |
|