UBS AM’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
Q3 | – | Sell |
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|
2025
Q2 | $322K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $571K | Hold |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $712K | Hold |
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|
2022
Q3 | $831K | Hold |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $993K | Buy |
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|
2021
Q2 | $650K | Buy |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $189K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $201K | Hold |
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|
2018
Q1 | $227K | Buy |
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