Wealthspire Advisors (Maryland)’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-395
| Closed | -$9K | – | 2450 |
|
|
2018
Q3 | $9K | Hold |
395
| – | – | ﹤0.01% | 1550 |
|
|
2018
Q2 | $10K | Hold |
395
| – | – | ﹤0.01% | 1525 |
|
|
2018
Q1 | $11K | Hold |
395
| – | – | ﹤0.01% | 1518 |
|
|
2017
Q4 | $10K | Hold |
395
| – | – | ﹤0.01% | 1577 |
|
|
2017
Q3 | $10K | Hold |
395
| – | – | ﹤0.01% | 1566 |
|
|
2017
Q2 | $11K | Hold |
395
| – | – | ﹤0.01% | 1486 |
|
|
2017
Q1 | $11K | Sell |
395
-50
| -11% | -$1.39K | ﹤0.01% | 1295 |
|
|
2016
Q4 | $13K | Sell |
445
-270
| -38% | -$7.89K | ﹤0.01% | 1136 |
|
|
2016
Q3 | $17K | Hold |
715
| – | – | ﹤0.01% | 1104 |
|
|
2016
Q2 | $17K | Hold |
715
| – | – | ﹤0.01% | 1041 |
|
|
2016
Q1 | $15K | Hold |
715
| – | – | ﹤0.01% | 1058 |
|
|
2015
Q4 | $17K | Buy |
+715
| New | +$17K | ﹤0.01% | 1015 |
|