TSA Wealth Management’s Carriage Services CSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Hold
2025
Q1
$295K Hold
2024
Q4
$303K Hold
2024
Q3
$250K Hold
2024
Q2
$204K Hold
2024
Q1
$206K Buy