Janney Montgomery Scott’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
+9,505
| New | +$435K | ﹤0.01% | 2104 |
|
|
2024
Q2 | – | Sell |
-12,815
| Closed | -$347K | – | 2644 |
|
|
2024
Q1 | $347K | Sell |
12,815
-1,400
| -10% | -$37.9K | ﹤0.01% | 2242 |
|
|
2023
Q4 | $356K | Buy |
14,215
+4,500
| +46% | +$113K | ﹤0.01% | 2123 |
|
|
2023
Q3 | $274K | Buy |
+9,715
| New | +$274K | ﹤0.01% | 2187 |
|