Principal Financial Group’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
6,485
-1,261
| -16% | -$57.7K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $300K | Buy |
7,746
+46
| +0.6% | +$1.78K | ﹤0.01% | 1992 |
|
|
2024
Q4 | $307K | Buy |
7,700
+624
| +9% | +$24.9K | ﹤0.01% | 2031 |
|
|
2024
Q3 | $232K | Buy |
+7,076
| New | +$232K | ﹤0.01% | 2074 |
|
|
2022
Q3 | – | Sell |
-11,769
| Closed | -$467K | – | 2511 |
|
|
2022
Q2 | $467K | Buy |
11,769
+732
| +7% | +$29K | ﹤0.01% | 2073 |
|
|
2022
Q1 | $589K | Sell |
11,037
-5,594
| -34% | -$299K | ﹤0.01% | 2080 |
|
|
2021
Q4 | $1.07M | Sell |
16,631
-3,978
| -19% | -$256K | ﹤0.01% | 1969 |
|
|
2021
Q3 | $919K | Sell |
20,609
-158
| -0.8% | -$7.05K | ﹤0.01% | 2025 |
|
|
2021
Q2 | $768K | Buy |
20,767
+13,933
| +204% | +$515K | ﹤0.01% | 2108 |
|
|
2021
Q1 | $240K | Buy |
+6,834
| New | +$240K | ﹤0.01% | 2337 |
|