Stratos Wealth Partners’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $704K | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $2.34M | Sell |
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|
2019
Q2 | $2.27M | Sell |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $2.18M | Sell |
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|
2018
Q3 | $3.18M | Sell |
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|
2018
Q2 | $3.74M | Sell |
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|
2018
Q1 | $4.31M | Buy |
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|
2017
Q4 | $3.89M | Sell |
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|
2017
Q3 | $3.87M | Sell |
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|
2017
Q2 | $4.18M | Buy |
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|
2017
Q1 | $4.2M | Sell |
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|
2016
Q4 | $4.53M | Sell |
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|
2016
Q3 | $3.75M | Buy |
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|
2016
Q2 | $3.71M | Buy |
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|
2016
Q1 | $3.22M | Buy |
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|
2015
Q4 | $3.46M | Buy |
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|
2015
Q3 | $3.09M | Buy |
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|
2015
Q2 | $2.4M | Buy |
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|
2015
Q1 | $2.35M | Buy |
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|
2014
Q4 | $2.04M | Buy |
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|
2014
Q3 | $1.65M | Buy |
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|
2014
Q2 | $769K | Buy |
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