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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