Parallel Advisors’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366 | Hold |
8
| – | – | ﹤0.01% | 3316 |
|
|
2025
Q1 | $310 | Hold |
8
| – | – | ﹤0.01% | 3306 |
|
|
2024
Q4 | $319 | Hold |
8
| – | – | ﹤0.01% | 3285 |
|
|
2024
Q3 | $263 | Hold |
8
| – | – | ﹤0.01% | 3241 |
|
|
2024
Q2 | $215 | Hold |
8
| – | – | ﹤0.01% | 3182 |
|
|
2024
Q1 | $216 | Sell |
8
-1,500
| -99% | -$40.5K | ﹤0.01% | 3140 |
|
|
2023
Q4 | $37.7K | Buy |
+1,508
| New | +$37.7K | ﹤0.01% | 1579 |
|
|
2022
Q4 | – | Sell |
-41
| Closed | -$1K | – | 3379 |
|
|
2022
Q3 | $1K | Sell |
41
-91
| -69% | -$2.22K | ﹤0.01% | 2849 |
|
|
2022
Q2 | $5K | Sell |
132
-11
| -8% | -$417 | ﹤0.01% | 2231 |
|
|
2022
Q1 | $8K | Buy |
143
+11
| +8% | +$615 | ﹤0.01% | 2095 |
|
|
2021
Q4 | $9K | Hold |
132
| – | – | ﹤0.01% | 2136 |
|
|
2021
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 2257 |
|
|
2021
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 2256 |
|
|
2021
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 2155 |
|
|
2020
Q4 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 2064 |
|