Inspire Advisors’s Carriage Services CSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,177
Closed -$266K 289
2023
Q2
$266K Buy
8,177
+990
+14% +$32.1K 0.05% 188
2023
Q1
$219K Buy
+7,187
New +$219K 0.05% 176