Values First Advisors’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 | $767K | Sell |
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|
2025
Q2 | $801K | Buy |
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|
2025
Q1 | $675K | Sell |
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|
2024
Q4 | $697K | Buy |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $947K | Sell |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $551K | Sell |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $469K | Sell |
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|
2020
Q3 | $340K | Buy |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $229K | Buy |
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|
2019
Q4 | $298K | Buy |
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