New England Capital Financial Advisors’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
Q3 | $1.4K | Hold |
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|
2025
Q2 | $1.43K | Hold |
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2025
Q1 | $1.21K | Hold |
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|
2024
Q4 | $1.24K | Hold |
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|
2024
Q3 | $1.02K | Hold |
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|
2024
Q2 | $831 | Hold |
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|
2024
Q1 | $834 | Hold |
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|
2023
Q4 | $768 | Hold |
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|
2023
Q3 | $863 | Buy |
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|
2023
Q2 | $988 | Hold |
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|
2023
Q1 | $925 | Hold |
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|
2022
Q4 | $923 | Buy |
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