Virtus Investment Advisers’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,684
| Closed | -$104K | – | 358 |
|
|
2023
Q3 | $104K | Hold |
3,684
| – | – | 0.07% | 220 |
|
|
2023
Q2 | $120K | Sell |
3,684
-4,985
| -58% | -$162K | 0.08% | 234 |
|
|
2023
Q1 | $265K | Sell |
8,669
-298
| -3% | -$9.1K | 0.19% | 150 |
|
|
2022
Q4 | $247K | Hold |
8,967
| – | – | 0.16% | 171 |
|
|
2022
Q3 | $288K | Buy |
+8,967
| New | +$288K | 0.13% | 155 |
|