Jump Financial’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,200
| Closed | -$327K | – | 1646 |
|
2024
Q4 | $327K | Buy |
8,200
+600
| +8% | +$23.9K | 0.01% | 1265 |
|
2024
Q3 | $250K | Buy |
+7,600
| New | +$250K | 0.01% | 1378 |
|
2024
Q2 | – | Sell |
-9,400
| Closed | -$254K | – | 1874 |
|
2024
Q1 | $254K | Sell |
9,400
-4,476
| -32% | -$121K | 0.01% | 1531 |
|
2023
Q4 | $347K | Buy |
+13,876
| New | +$347K | 0.01% | 1257 |
|
2022
Q4 | – | Sell |
-12,600
| Closed | -$405K | – | 1646 |
|
2022
Q3 | $405K | Sell |
12,600
-1,600
| -11% | -$51.4K | 0.02% | 986 |
|
2022
Q2 | $563K | Buy |
+14,200
| New | +$563K | 0.02% | 804 |
|
2021
Q2 | – | Sell |
-6,300
| Closed | -$221K | – | 1134 |
|
2021
Q1 | $221K | Buy |
+6,300
| New | +$221K | 0.02% | 730 |
|