BWP
STON
Baldwin Wealth Partners’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$14K | – | 507 |
|
|
2017
Q2 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 410 |
|
|
2017
Q1 | $12K | Hold |
1,500
| – | – | ﹤0.01% | 416 |
|
|
2016
Q4 | $13K | Sell |
1,500
-500
| -25% | -$4.33K | ﹤0.01% | 417 |
|
|
2016
Q3 | $50K | Hold |
2,000
| – | – | 0.01% | 303 |
|
|
2016
Q2 | $50K | Buy |
2,000
+500
| +33% | +$12.5K | 0.01% | 270 |
|
|
2016
Q1 | $37K | Buy |
+1,500
| New | +$37K | 0.01% | 315 |
|