AWM
STON
AllSquare Wealth Management’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$25K | – | 372 |
|
|
2016
Q3 | $25K | Hold |
1,000
| – | – | 0.02% | 154 |
|
|
2016
Q2 | $25K | Hold |
1,000
| – | – | 0.02% | 153 |
|
|
2016
Q1 | $24K | Hold |
1,000
| – | – | 0.02% | 156 |
|
|
2015
Q4 | $27K | Hold |
1,000
| – | – | 0.03% | 151 |
|
|
2015
Q3 | $27K | Hold |
1,000
| – | – | 0.03% | 148 |
|
|
2015
Q2 | $30K | Hold |
1,000
| – | – | 0.03% | 148 |
|
|
2015
Q1 | $29K | Hold |
1,000
| – | – | 0.03% | 152 |
|
|
2014
Q4 | $26K | Buy |
+1,000
| New | +$26K | 0.03% | 159 |
|