Clearstead Advisors’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-900
| Closed | -$3K | – | 1404 |
|
|
2022
Q3 | $3K | Hold |
900
| – | – | ﹤0.01% | 1058 |
|
|
2022
Q2 | $3K | Buy |
900
+600
| +200% | +$2K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1268 |
|
|
2021
Q2 | $1K | Buy |
300
+200
| +200% | +$667 | ﹤0.01% | 1233 |
|
|
2021
Q1 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1203 |
|