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Steward Partners Investment Advisory’s Carriage Services CSV Stock Holding History

Steward Partners Investment Advisory’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-408
Closed -$10.2K – 3593
2023
Q4 		$10.2K Buy
+408
New +$10.2K ﹤0.01% 2703