InceptionR’s Carriage Services CSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,375
Closed -$209K 665
2024
Q3
$209K Buy
+6,375
New +$209K 0.05% 559
2024
Q2
Sell
-8,392
Closed -$227K 638
2024
Q1
$227K Buy
+8,392
New +$227K 0.06% 494