Martingale Asset Management’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $234K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $848K | Buy |
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|
2021
Q1 | $790K | Buy |
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|
2020
Q4 | $396K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.96M | Hold |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $2.09M | Buy |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.36M | Buy |
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|
2018
Q2 | $1.32M | Buy |
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