TWM
TSA Wealth Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
7,607
| – | – | 0.13% | 59 |
|
|
2025
Q1 | $295K | Hold |
7,607
| – | – | 0.12% | 64 |
|
|
2024
Q4 | $303K | Hold |
7,607
| – | – | 0.12% | 53 |
|
|
2024
Q3 | $250K | Hold |
7,607
| – | – | 0.1% | 55 |
|
|
2024
Q2 | $204K | Hold |
7,607
| – | – | 0.09% | 64 |
|
|
2024
Q1 | $206K | Buy |
+7,607
| New | +$206K | 0.09% | 57 |
|