Oliver Luxxe Assets’s Carriage Services CSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,979
Closed -$319K 190
2022
Q1
$319K Sell
5,979
-1,018
-15% -$54.3K 0.08% 170
2021
Q4
$451K Buy
+6,997
New +$451K 0.11% 139