Principal Financial Group’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $405K | Buy |
|
|||||
|
2025
Q2 | $297K | Sell |
|
|||||
|
2025
Q1 | $300K | Buy |
|
|||||
|
2024
Q4 | $307K | Buy |
|
|||||
|
2024
Q3 | $232K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $467K | Buy |
|
|||||
|
2022
Q1 | $589K | Sell |
|
|||||
|
2021
Q4 | $1.07M | Sell |
|
|||||
|
2021
Q3 | $919K | Sell |
|
|||||
|
2021
Q2 | $768K | Buy |
|
|||||
|
2021
Q1 | $240K | Buy |
|