IFP Advisors’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Sell |
246
-27
| -10% | -$1.48K | ﹤0.01% | 2758 |
|
|
2025
Q1 | $10.6K | Hold |
273
| – | – | ﹤0.01% | 2561 |
|
|
2024
Q4 | $10.9K | Buy |
273
+3
| +1% | +$120 | ﹤0.01% | 2497 |
|
|
2024
Q3 | $8.86K | Hold |
270
| – | – | ﹤0.01% | 2469 |
|
|
2024
Q2 | $7.25K | Hold |
270
| – | – | ﹤0.01% | 2451 |
|
|
2024
Q1 | $7.3K | Hold |
270
| – | – | ﹤0.01% | 2345 |
|
|
2023
Q4 | $6.75K | Hold |
270
| – | – | ﹤0.01% | 2322 |
|
|
2023
Q3 | $7.63K | Hold |
270
| – | – | ﹤0.01% | 2363 |
|
|
2023
Q2 | $8.77K | Hold |
270
| – | – | ﹤0.01% | 2346 |
|
|
2023
Q1 | $6.64K | Hold |
270
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 3920 |
|
|
2022
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 3669 |
|
|
2022
Q1 | $6K | Hold |
270
| – | – | ﹤0.01% | 3669 |
|
|
2021
Q4 | $18K | Hold |
270
| – | – | ﹤0.01% | 1953 |
|
|
2021
Q3 | $12K | Hold |
270
| – | – | ﹤0.01% | 2136 |
|
|
2021
Q2 | $10K | Hold |
270
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q1 | $10K | Hold |
270
| – | – | ﹤0.01% | 2122 |
|
|
2020
Q4 | $8K | Hold |
270
| – | – | ﹤0.01% | 2134 |
|
|
2020
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 2077 |
|
|
2020
Q2 | $4K | Hold |
270
| – | – | ﹤0.01% | 2137 |
|
|
2020
Q1 | $4K | Hold |
270
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 2100 |
|
|
2019
Q3 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 2265 |
|
|
2019
Q1 | – | Sell |
-270
| Closed | -$4K | – | 2552 |
|
|
2018
Q4 | $4K | Buy |
270
+135
| +100% | +$2K | ﹤0.01% | 2874 |
|
|
2018
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 3355 |
|
|
2018
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 3412 |
|
|
2018
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 3358 |
|
|
2017
Q4 | $3K | Sell |
135
-135
| -50% | -$3K | ﹤0.01% | 3357 |
|
|
2017
Q3 | $7K | Hold |
270
| – | – | ﹤0.01% | 3173 |
|
|
2017
Q2 | $7K | Hold |
270
| – | – | ﹤0.01% | 3186 |
|
|
2017
Q1 | $7K | Hold |
270
| – | – | ﹤0.01% | 3074 |
|
|
2016
Q4 | $8K | Hold |
270
| – | – | ﹤0.01% | 2994 |
|
|
2016
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 3108 |
|
|
2016
Q2 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 2999 |
|