Carson Wealth (CWM LLC)’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$5K | – | 1581 |
|
|
2017
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 892 |
|
|
2017
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 916 |
|
|
2016
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 900 |
|
|
2016
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
|
2016
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 503 |
|
|
2014
Q1 | – | Sell |
-195
| Closed | -$5K | – | 476 |
|
|
2013
Q4 | $5K | Buy |
+195
| New | +$5K | ﹤0.01% | 483 |
|