Wedge Capital Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28,793
| Closed | -$1.01M | – | 420 |
|
|
2021
Q1 | $1.01M | Sell |
28,793
-26,633
| -48% | -$937K | 0.01% | 313 |
|
|
2020
Q4 | $1.74M | Buy |
55,426
+35,368
| +176% | +$1.11M | 0.02% | 298 |
|
|
2020
Q3 | $447K | Hold |
20,058
| – | – | 0.01% | 387 |
|
|
2020
Q2 | $363K | Sell |
20,058
-35,076
| -64% | -$635K | 0.01% | 389 |
|
|
2020
Q1 | $890K | Buy |
+55,134
| New | +$890K | 0.02% | 300 |
|