TrustCore Financial Services’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-211
| Closed | -$11K | – | 1036 |
|
|
2022
Q1 | $11K | Buy |
211
+50
| +31% | +$2.61K | ﹤0.01% | 732 |
|
|
2021
Q4 | $10K | Hold |
161
| – | – | ﹤0.01% | 696 |
|
|
2021
Q3 | $7K | Sell |
161
-43
| -21% | -$1.87K | ﹤0.01% | 800 |
|
|
2021
Q2 | $8K | Buy |
204
+109
| +115% | +$4.28K | ﹤0.01% | 761 |
|
|
2021
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 825 |
|
|
2020
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 795 |
|