HFA
Harbert Fund Advisors’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-208,497
| Closed | -$5.64M | – | 92 |
|
|
2024
Q1 | $5.64M | Hold |
208,497
| – | – | 3.88% | 6 |
|
|
2023
Q4 | $5.21M | Buy |
208,497
+50,000
| +32% | +$1.25M | 3.57% | 11 |
|
|
2023
Q3 | $4.48M | Hold |
158,497
| – | – | 3.19% | 14 |
|
|
2023
Q2 | $5.15M | Buy |
158,497
+70,312
| +80% | +$2.28M | 2.88% | 12 |
|
|
2023
Q1 | $2.69M | Buy |
+88,185
| New | +$2.69M | 1.78% | 17 |
|