BWM
STON
BerganKDV Wealth Management’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$7K | – | 1129 |
|
|
2022
Q3 | $7K | Hold |
2,000
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $7K | Hold |
2,000
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 795 |
|
|
2021
Q3 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 765 |
|
|
2021
Q2 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 716 |
|
|
2020
Q4 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 674 |
|
|
2020
Q3 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 740 |
|
|
2020
Q2 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 802 |
|
|
2020
Q1 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 767 |
|
|
2019
Q4 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 735 |
|
|
2019
Q3 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 642 |
|
|
2019
Q2 | $4K | Buy |
+2,000
| New | +$4K | ﹤0.01% | 623 |
|