Lyon Street Capital’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-45,663
| Closed | -$987K | – | 32 |
|
|
2016
Q1 | $987K | Sell |
45,663
-14,562
| -24% | -$315K | 0.56% | 33 |
|
|
2015
Q4 | $1.45M | Hold |
60,225
| – | – | 0.97% | 30 |
|
|
2015
Q3 | $1.3M | Buy |
60,225
+2,579
| +4% | +$55.7K | 0.94% | 32 |
|
|
2015
Q2 | $1.38M | Sell |
57,646
-20,805
| -27% | -$497K | 0.99% | 37 |
|
|
2015
Q1 | $1.87M | Buy |
78,451
+35,633
| +83% | +$851K | 0.81% | 42 |
|
|
2014
Q4 | $897K | Buy |
+42,818
| New | +$897K | 0.37% | 46 |
|