Sargent Bickham Lagudis’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-120
| Closed | -$3K | – | 755 |
|
|
2018
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 696 |
|
|
2017
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 723 |
|
|
2017
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 727 |
|
|
2017
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 686 |
|
|
2017
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 680 |
|
|
2016
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 651 |
|
|
2016
Q3 | $3 | Hold |
120
| – | – | ﹤0.01% | 666 |
|
|
2016
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 641 |
|
|
2016
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 664 |
|