Smartleaf Asset Management’s Carriage Services CSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26K Sell
49
-37
-43% -$1.7K ﹤0.01% 2305
2025
Q1
$3.34K Hold
86
﹤0.01% 2332
2024
Q4
$3.41K Sell
86
-5
-5% -$198 ﹤0.01% 2375
2024
Q3
$2.99K Buy
+91
New +$2.99K ﹤0.01% 2339