WFG Advisors’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Buy |
446
+1
| +0.2% | +$27 | ﹤0.01% | 1079 |
|
|
2017
Q1 | $12K | Buy |
445
+311
| +232% | +$8.39K | ﹤0.01% | 1019 |
|
|
2016
Q4 | $4K | Hold |
134
| – | – | ﹤0.01% | 1292 |
|
|
2016
Q3 | $3K | Buy |
134
+1
| +0.8% | +$22 | ﹤0.01% | 1333 |
|
|
2016
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 1309 |
|
|
2016
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 1267 |
|
|
2015
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 1291 |
|
|
2015
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 1340 |
|
|
2015
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 1407 |
|
|
2015
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 1449 |
|
|
2014
Q4 | $3K | Buy |
133
+1
| +0.8% | +$23 | ﹤0.01% | 1741 |
|
|
2014
Q3 | $2K | Hold |
132
| – | – | ﹤0.01% | 1837 |
|
|
2014
Q2 | $2K | Buy |
+132
| New | +$2K | ﹤0.01% | 1791 |
|