Hillsdale Investment Management’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
6,700
| – | – | 0.01% | 428 |
|
|
2025
Q1 | $260K | Sell |
6,700
-54,786
| -89% | -$2.12M | 0.01% | 402 |
|
|
2024
Q4 | $2.45M | Buy |
61,486
+800
| +1% | +$31.9K | 0.12% | 200 |
|
|
2024
Q3 | $1.99M | Sell |
60,686
-500
| -0.8% | -$16.4K | 0.15% | 195 |
|
|
2024
Q2 | $1.64M | Buy |
61,186
+5,100
| +9% | +$137K | 0.13% | 201 |
|
|
2024
Q1 | $1.52M | Buy |
+56,086
| New | +$1.52M | 0.12% | 191 |
|
|
2020
Q1 | – | Sell |
-35,500
| Closed | -$909K | – | 609 |
|
|
2019
Q4 | $909K | Buy |
+35,500
| New | +$909K | 0.08% | 213 |
|