Cambridge Investment Research Advisors’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-43,357
| Closed | -$386K | – | 1827 |
|
|
2016
Q4 | $386K | Sell |
43,357
-53,861
| -55% | -$480K | 0.01% | 1134 |
|
|
2016
Q3 | $2.43M | Sell |
97,218
-5,092
| -5% | -$127K | 0.05% | 377 |
|
|
2016
Q2 | $2.56M | Buy |
102,310
+1,128
| +1% | +$28.3K | 0.05% | 316 |
|
|
2016
Q1 | $2.47M | Buy |
101,182
+45,843
| +83% | +$1.12M | 0.06% | 307 |
|
|
2015
Q4 | $1.48M | Buy |
55,339
+8,634
| +18% | +$231K | 0.04% | 429 |
|
|
2015
Q3 | $1.27M | Buy |
46,705
+26,794
| +135% | +$731K | 0.04% | 411 |
|
|
2015
Q2 | $600K | Buy |
19,911
+159
| +0.8% | +$4.79K | 0.02% | 722 |
|
|
2015
Q1 | $569K | Buy |
19,752
+1,924
| +11% | +$55.4K | 0.02% | 729 |
|
|
2014
Q4 | $459K | Buy |
17,828
+1,705
| +11% | +$43.9K | 0.01% | 824 |
|
|
2014
Q3 | $416K | Buy |
16,123
+1,845
| +13% | +$47.6K | 0.01% | 916 |
|
|
2014
Q2 | $346K | Sell |
14,278
-819
| -5% | -$19.8K | 0.01% | 946 |
|
|
2014
Q1 | $380K | Buy |
15,097
+229
| +2% | +$5.76K | 0.01% | 842 |
|
|
2013
Q4 | $379K | Buy |
14,868
+2,045
| +16% | +$52.1K | 0.02% | 774 |
|
|
2013
Q3 | $303K | Sell |
12,823
-3,594
| -22% | -$84.9K | 0.01% | 831 |
|
|
2013
Q2 | $413K | Buy |
+16,417
| New | +$413K | 0.02% | 621 |
|