Zacks Investment Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
9,267
+1,933
| +26% | +$88.4K | ﹤0.01% | 510 |
|
|
2025
Q1 | $284K | Sell |
7,334
-946
| -11% | -$36.7K | ﹤0.01% | 561 |
|
|
2024
Q4 | $330K | Sell |
8,280
-1,220
| -13% | -$48.6K | ﹤0.01% | 536 |
|
|
2024
Q3 | $312K | Buy |
+9,500
| New | +$312K | ﹤0.01% | 550 |
|
|
2015
Q3 | – | Sell |
-8,462
| Closed | -$202K | – | 601 |
|
|
2015
Q2 | $202K | Buy |
+8,462
| New | +$202K | 0.01% | 596 |
|