TL
TrueWealth LLC’s Carriage Services CSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 632 |
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 641 |
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 632 |
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 651 |
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 662 |
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 651 |
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 727 |
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 646 |
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 750 |
|