NISOA
National Investment Services of America’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,302
| Closed | -$949K | – | 15 |
|
|
2020
Q4 | $949K | Sell |
30,302
-18,467
| -38% | -$578K | 1.69% | 22 |
|
|
2020
Q3 | $1.09M | Hold |
48,769
| – | – | 1.53% | 26 |
|
|
2020
Q2 | $884K | Sell |
48,769
-4,494
| -8% | -$81.5K | 1.26% | 35 |
|
|
2020
Q1 | $860K | Buy |
53,263
+10,029
| +23% | +$162K | 1.37% | 32 |
|
|
2019
Q4 | $1.11M | Buy |
+43,234
| New | +$1.11M | 1.2% | 37 |
|