IndexIQ Advisors’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,001
| Closed | -$773K | – | 1351 |
|
|
2021
Q4 | $773K | Sell |
12,001
-775
| -6% | -$49.9K | 0.03% | 358 |
|
|
2021
Q3 | $570K | Buy |
12,776
+1,279
| +11% | +$57.1K | 0.02% | 468 |
|
|
2021
Q2 | $425K | Buy |
11,497
+65
| +0.6% | +$2.4K | 0.01% | 604 |
|
|
2021
Q1 | $402K | Buy |
+11,432
| New | +$402K | 0.01% | 643 |
|