MPAM
Monarch Partners Asset Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,900
| Closed | -$375K | – | 182 |
|
|
2017
Q2 | $375K | Hold |
13,900
| – | – | 0.04% | 160 |
|
|
2017
Q1 | $377K | Hold |
13,900
| – | – | 0.04% | 151 |
|
|
2016
Q4 | $398K | Hold |
13,900
| – | – | 0.03% | 153 |
|
|
2016
Q3 | $329K | Buy |
13,900
+4,380
| +46% | +$104K | 0.03% | 148 |
|
|
2016
Q2 | $225K | Sell |
9,520
-1,630
| -15% | -$38.5K | 0.02% | 150 |
|
|
2016
Q1 | $241K | Hold |
11,150
| – | – | 0.02% | 134 |
|
|
2015
Q4 | $269K | Hold |
11,150
| – | – | 0.03% | 138 |
|
|
2015
Q3 | $241K | Buy |
+11,150
| New | +$241K | 0.03% | 149 |
|