Ladenburg Thalmann Financial Services’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $27K | Buy |
1,035
+147
| +17% | +$3.84K | ﹤0.01% | 3951 |
|
|
2019
Q3 | $19K | Buy |
888
+319
| +56% | +$6.83K | ﹤0.01% | 4064 |
|
|
2019
Q2 | $11K | Buy |
569
+92
| +19% | +$1.78K | ﹤0.01% | 4382 |
|
|
2019
Q1 | $6K | Buy |
477
+280
| +142% | +$3.52K | ﹤0.01% | 4578 |
|
|
2018
Q4 | $3K | Buy |
197
+21
| +12% | +$320 | ﹤0.01% | 4749 |
|
|
2018
Q3 | $4K | Buy |
176
+2
| +1% | +$45 | ﹤0.01% | 4661 |
|
|
2018
Q2 | $5K | Hold |
174
| – | – | ﹤0.01% | 4572 |
|
|
2018
Q1 | $5K | Hold |
174
| – | – | ﹤0.01% | 4572 |
|
|
2017
Q4 | $4K | Buy |
174
+1
| +0.6% | +$23 | ﹤0.01% | 4587 |
|
|
2017
Q3 | $4K | Hold |
173
| – | – | ﹤0.01% | 4463 |
|
|
2017
Q2 | $5K | Sell |
173
-188
| -52% | -$5.43K | ﹤0.01% | 4310 |
|
|
2017
Q1 | $10K | Hold |
361
| – | – | ﹤0.01% | 3972 |
|
|
2016
Q4 | $10K | Sell |
361
-29
| -7% | -$803 | ﹤0.01% | 3876 |
|
|
2016
Q3 | $9K | Hold |
390
| – | – | ﹤0.01% | 3865 |
|
|
2016
Q2 | $9K | Buy |
390
+1
| +0.3% | +$23 | ﹤0.01% | 3824 |
|
|
2016
Q1 | $9K | Sell |
389
-31
| -7% | -$717 | ﹤0.01% | 3749 |
|
|
2015
Q4 | $10K | Buy |
420
+220
| +110% | +$5.24K | ﹤0.01% | 3665 |
|
|
2015
Q3 | $5K | Buy |
200
+29
| +17% | +$725 | ﹤0.01% | 3915 |
|
|
2015
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 4120 |
|
|
2015
Q1 | $4K | Buy |
171
+1
| +0.6% | +$23 | ﹤0.01% | 4054 |
|
|
2014
Q4 | $3K | Hold |
170
| – | – | ﹤0.01% | 3907 |
|
|
2014
Q3 | $3K | Hold |
170
| – | – | ﹤0.01% | 3557 |
|
|
2014
Q2 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 3518 |
|