WSA
Wall Street Associates’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.07M | Sell |
72,250
-66,050
| -48% | -$1.89M | 1.37% | 4 |
|
|
2016
Q3 | $3.27M | Hold |
138,300
| – | – | 1.11% | 18 |
|
|
2016
Q2 | $3.28M | Hold |
138,300
| – | – | 1.31% | 11 |
|
|
2016
Q1 | $2.99M | Hold |
138,300
| – | – | 1.24% | 12 |
|
|
2015
Q4 | $3.33M | Buy |
138,300
+28,200
| +26% | +$680K | 0.94% | 15 |
|
|
2015
Q3 | $2.38M | Buy |
+110,100
| New | +$2.38M | 0.45% | 73 |
|