Palouse Capital Management’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 | $178K | Hold |
3,882
| – | – | 0.12% | 70 |
|
|
2025
Q1 | $150K | Sell |
3,882
-50
| -1% | -$1.94K | 0.1% | 77 |
|
|
2024
Q4 | $157K | Hold |
3,932
| – | – | 0.1% | 78 |
|
|
2024
Q3 | $129K | Hold |
3,932
| – | – | 0.08% | 87 |
|
|
2024
Q2 | $106K | Hold |
3,932
| – | – | 0.07% | 91 |
|
|
2024
Q1 | $106K | Buy |
+3,932
| New | +$106K | 0.07% | 94 |
|
|
2018
Q4 | – | Sell |
-11,153
| Closed | -$240K | – | 99 |
|
|
2018
Q3 | $240K | Buy |
11,153
+783
| +8% | +$16.8K | 0.08% | 94 |
|
|
2018
Q2 | $255K | Buy |
10,370
+865
| +9% | +$21.3K | 0.09% | 90 |
|
|
2018
Q1 | $263K | Buy |
9,505
+100
| +1% | +$2.77K | 0.09% | 81 |
|
|
2017
Q4 | $242K | Sell |
9,405
-286
| -3% | -$7.36K | 0.08% | 86 |
|
|
2017
Q3 | $248K | Buy |
9,691
+362
| +4% | +$9.26K | 0.08% | 89 |
|
|
2017
Q2 | $252K | Sell |
9,329
-389
| -4% | -$10.5K | 0.09% | 84 |
|
|
2017
Q1 | $264K | Buy |
9,718
+115
| +1% | +$3.12K | 0.1% | 79 |
|
|
2016
Q4 | $275K | Sell |
9,603
-110
| -1% | -$3.15K | 0.11% | 75 |
|
|
2016
Q3 | $230K | Buy |
+9,713
| New | +$230K | 0.1% | 81 |
|