CFA
STON
Carroll Financial Associates’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $99K | Hold |
40,255
| – | – | 0.01% | 532 |
|
|
2021
Q3 | $99K | Hold |
40,255
| – | – | 0.01% | 538 |
|
|
2021
Q2 | $105K | Hold |
40,255
| – | – | 0.01% | 572 |
|
|
2021
Q1 | $76K | Buy |
+40,255
| New | +$76K | ﹤0.01% | 650 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$1K | – | 1250 |
|
|
2016
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1099 |
|