Stifel Financial’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,543
| Closed | -$500K | – | 3307 |
|
|
2022
Q3 | $500K | Buy |
15,543
+583
| +4% | +$18.8K | ﹤0.01% | 2431 |
|
|
2022
Q2 | $593K | Buy |
14,960
+739
| +5% | +$29.3K | ﹤0.01% | 2371 |
|
|
2022
Q1 | $758K | Buy |
+14,221
| New | +$758K | ﹤0.01% | 2309 |
|
|
2014
Q3 | – | Sell |
-23,257
| Closed | -$398K | – | 2191 |
|
|
2014
Q2 | $398K | Sell |
23,257
-48,122
| -67% | -$824K | ﹤0.01% | 1621 |
|
|
2014
Q1 | $1.3M | Buy |
+71,379
| New | +$1.3M | 0.01% | 919 |
|