New England Capital Financial Advisors’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43K | Hold |
31
| – | – | ﹤0.01% | 356 |
|
|
2025
Q1 | $1.21K | Hold |
31
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $1.24K | Hold |
31
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $1.02K | Hold |
31
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $831 | Hold |
31
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $834 | Hold |
31
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $768 | Hold |
31
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $863 | Buy |
31
+1
| +3% | +$28 | ﹤0.01% | 343 |
|
|
2023
Q2 | $988 | Hold |
30
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $925 | Hold |
30
| – | – | ﹤0.01% | 377 |
|
|
2022
Q4 | $923 | Buy |
+30
| New | +$923 | ﹤0.01% | 378 |
|