Focused Wealth Management’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,569
| Closed | -$89K | – | 742 |
|
|
2016
Q3 | $89K | Hold |
3,569
| – | – | 0.04% | 213 |
|
|
2016
Q2 | $89K | Hold |
3,569
| – | – | 0.04% | 211 |
|
|
2016
Q1 | $87K | Hold |
3,569
| – | – | 0.05% | 147 |
|
|
2015
Q4 | $95K | Hold |
3,569
| – | – | 0.05% | 152 |
|
|
2015
Q3 | $97K | Hold |
3,569
| – | – | 0.06% | 140 |
|
|
2015
Q2 | $108K | Hold |
3,569
| – | – | 0.07% | 127 |
|
|
2015
Q1 | $103K | Buy |
3,569
+3,458
| +3,115% | +$99.8K | 0.06% | 136 |
|
|
2014
Q4 | $3K | Hold |
111
| – | – | ﹤0.01% | 562 |
|
|
2014
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 561 |
|
|
2014
Q2 | $3K | Hold |
111
| – | – | ﹤0.01% | 567 |
|
|
2014
Q1 | $3K | Hold |
111
| – | – | ﹤0.01% | 531 |
|
|
2013
Q4 | $3K | Hold |
111
| – | – | ﹤0.01% | 532 |
|
|
2013
Q3 | $3K | Buy |
+111
| New | +$3K | ﹤0.01% | 495 |
|