Symons Capital Management’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,250
| Closed | -$416K | – | 62 |
|
|
2015
Q4 | $416K | Sell |
17,250
-14
| -0.1% | -$338 | 0.1% | 39 |
|
|
2015
Q3 | $373K | Sell |
17,264
-43
| -0.2% | -$929 | 0.1% | 41 |
|
|
2015
Q2 | $413K | Sell |
17,307
-330
| -2% | -$7.88K | 0.1% | 40 |
|
|
2015
Q1 | $421K | Sell |
17,637
-2,190
| -11% | -$52.3K | 0.1% | 45 |
|
|
2014
Q4 | $415K | Buy |
+19,827
| New | +$415K | 0.1% | 53 |
|