Lindbrook Capital’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 | $659 | Hold |
17
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q4 | $677 | Hold |
17
| – | – | ﹤0.01% | 2554 |
|
|
2024
Q3 | $558 | Hold |
17
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q2 | $456 | Buy |
+17
| New | +$456 | ﹤0.01% | 2631 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$584 | – | 2719 |
|
|
2023
Q2 | $584 | Hold |
18
| – | – | ﹤0.01% | 2475 |
|
|
2023
Q1 | $549 | Hold |
18
| – | – | ﹤0.01% | 2583 |
|
|
2022
Q4 | $496 | Buy |
18
+9
| +100% | +$248 | ﹤0.01% | 2602 |
|
|
2022
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2669 |
|