Nisa Investment Advisors’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38K | Hold |
52
| – | – | ﹤0.01% | 2569 |
|
|
2025
Q1 | $2.02K | Hold |
52
| – | – | ﹤0.01% | 2465 |
|
|
2024
Q4 | $2.07K | Hold |
52
| – | – | ﹤0.01% | 2479 |
|
|
2024
Q3 | $1.71K | Buy |
52
+24
| +86% | +$788 | ﹤0.01% | 2434 |
|
|
2024
Q2 | $752 | Buy |
28
+7
| +33% | +$188 | ﹤0.01% | 2589 |
|
|
2024
Q1 | $568 | Hold |
21
| – | – | ﹤0.01% | 2479 |
|
|
2023
Q4 | $525 | Hold |
21
| – | – | ﹤0.01% | 2394 |
|
|
2023
Q3 | $593 | Hold |
21
| – | – | ﹤0.01% | 2491 |
|
|
2023
Q2 | $682 | Hold |
21
| – | – | ﹤0.01% | 2498 |
|
|
2023
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2414 |
|