Oxler Private Wealth’s Carriage Services CSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,312	Closed	-$42.2K	–	130
2022 Q3	$42.2K	Buy	1,312 +3	+0.2%	+$97	0.02%	216
2022 Q2	$51.9K	Buy	+1,309	New	+$51.9K	0.03%	150
2021 Q1	–	Sell	-1,625	Closed	-$50K	–	141
2020 Q4	$50K	Buy	+1,625	New	+$50K	0.03%	160