NYLIM
New York Life Investment Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,426
| Closed | -$363K | – | 978 |
|
|
2024
Q1 | $363K | Buy |
13,426
+2,022
| +18% | +$54.7K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $285K | Sell |
11,404
-262
| -2% | -$6.55K | ﹤0.01% | 1238 |
|
|
2023
Q3 | $330K | Sell |
11,666
-1,838
| -14% | -$51.9K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $438K | Sell |
13,504
-2,386
| -15% | -$77.5K | ﹤0.01% | 855 |
|
|
2023
Q1 | $485K | Buy |
+15,890
| New | +$485K | 0.01% | 798 |
|