Versor Investments’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,387
| Closed | -$334K | – | 746 |
|
2024
Q4 | $334K | Buy |
8,387
+500
| +6% | +$19.9K | 0.06% | 527 |
|
2024
Q3 | $259K | Buy |
+7,887
| New | +$259K | 0.04% | 634 |
|
2024
Q1 | – | Sell |
-13,087
| Closed | -$327K | – | 720 |
|
2023
Q4 | $327K | Buy |
+13,087
| New | +$327K | 0.07% | 496 |
|