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Tri-Star Advisors’s Carriage Services CSV Stock Holding History

Tri-Star Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,607
Closed -$232K – 38
2022
Q4 		$232K Hold
7,607
– – 0.11% 34
2022
Q3 		$245K Hold
7,607
– – 0.12% 51
2022
Q2 		$306K Hold
7,607
– – 0.15% 46
2022
Q1 		$370K Buy
+7,607
New +$370K 0.17% 43