Charles Schwab
STON

Charles Schwab’s StoneMor Inc. STON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-70,157
Closed -$241K 3603
2022
Q3
$241K Hold
70,157
﹤0.01% 3138
2022
Q2
$240K Sell
70,157
-14,296
-17% -$48.9K ﹤0.01% 3220
2022
Q1
$221K Buy
84,453
+6,214
+8% +$16.3K ﹤0.01% 3288
2021
Q4
$179K Sell
78,239
-32,007
-29% -$73.2K ﹤0.01% 3372
2021
Q3
$273K Hold
110,246
﹤0.01% 3285
2021
Q2
$289K Buy
110,246
+68,246
+162% +$179K ﹤0.01% 3246
2021
Q1
$80K Buy
+42,000
New +$80K ﹤0.01% 3398