HSBC Holdings’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 | $1.56M | Buy |
+33,962
| New | +$1.56M | ﹤0.01% | 1221 |
|
2024
Q3 | – | Sell |
-11,371
| Closed | -$303K | – | 2610 |
|
2024
Q2 | $303K | Buy |
11,371
+1,857
| +20% | +$49.5K | ﹤0.01% | 1920 |
|
2024
Q1 | $257K | Buy |
+9,514
| New | +$257K | ﹤0.01% | 2140 |
|
2022
Q4 | – | Sell |
-10,015
| Closed | -$330K | – | 2568 |
|
2022
Q3 | $330K | Sell |
10,015
-511
| -5% | -$16.8K | ﹤0.01% | 1946 |
|
2022
Q2 | $414K | Buy |
10,526
+3,884
| +58% | +$153K | ﹤0.01% | 2046 |
|
2022
Q1 | $356K | Buy |
+6,642
| New | +$356K | ﹤0.01% | 2285 |
|
2015
Q4 | – | Sell |
-9,553
| Closed | -$206K | – | 1731 |
|
2015
Q3 | $206K | Buy |
9,553
+398
| +4% | +$8.58K | ﹤0.01% | 1609 |
|
2015
Q2 | $219K | Sell |
9,155
-194
| -2% | -$4.64K | ﹤0.01% | 1551 |
|
2015
Q1 | $222K | Buy |
+9,349
| New | +$222K | ﹤0.01% | 1592 |
|