Sanders Morris Harris’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 | $229K | Buy |
+5,000
| New | +$229K | 0.05% | 132 |
|
|
2024
Q3 | – | Sell |
-15,290
| Closed | -$410K | – | 289 |
|
|
2024
Q2 | $410K | Sell |
15,290
-1,500
| -9% | -$40.3K | 0.07% | 181 |
|
|
2024
Q1 | $454K | Buy |
+16,790
| New | +$454K | 0.08% | 165 |
|
|
2023
Q4 | – | Sell |
-26,790
| Closed | -$757K | – | 181 |
|
|
2023
Q3 | $757K | Buy |
+26,790
| New | +$757K | 0.16% | 101 |
|