IFP Advisors’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-860
| Closed | -$3K | – | 4657 |
|
|
2022
Q4 | $3K | Sell |
860
-2,000
| -70% | -$6.98K | ﹤0.01% | 4094 |
|
|
2022
Q3 | $6K | Hold |
2,860
| – | – | ﹤0.01% | 3987 |
|
|
2022
Q2 | $6K | Hold |
2,860
| – | – | ﹤0.01% | 3741 |
|
|
2022
Q1 | $6K | Buy |
2,860
+660
| +30% | +$1.39K | ﹤0.01% | 3741 |
|
|
2021
Q4 | $7K | Hold |
2,200
| – | – | ﹤0.01% | 2341 |
|
|
2021
Q3 | $7K | Hold |
2,200
| – | – | ﹤0.01% | 2393 |
|
|
2021
Q2 | $5K | Hold |
2,200
| – | – | ﹤0.01% | 2494 |
|
|
2021
Q1 | $4K | Hold |
2,200
| – | – | ﹤0.01% | 2498 |
|
|
2020
Q4 | $5K | Hold |
2,200
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q3 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 2521 |
|
|
2020
Q2 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q1 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 2386 |
|
|
2019
Q4 | $3K | Buy |
2,200
+440
| +25% | +$600 | ﹤0.01% | 2417 |
|
|
2019
Q3 | $2K | Buy |
+1,760
| New | +$2K | ﹤0.01% | 2744 |
|
|
2019
Q1 | – | Sell |
-1,931
| Closed | -$4K | – | 3617 |
|
|
2018
Q4 | $4K | Hold |
1,931
| – | – | ﹤0.01% | 2932 |
|
|
2018
Q3 | $10K | Buy |
1,931
+100
| +5% | +$518 | ﹤0.01% | 2842 |
|
|
2018
Q2 | $11K | Buy |
1,831
+170
| +10% | +$1.02K | ﹤0.01% | 2820 |
|
|
2018
Q1 | $11K | Hold |
1,661
| – | – | ﹤0.01% | 2759 |
|
|
2017
Q4 | $11K | Sell |
1,661
-1,205
| -42% | -$7.98K | ﹤0.01% | 2755 |
|
|
2017
Q3 | $19K | Sell |
2,866
-834
| -23% | -$5.53K | ﹤0.01% | 2612 |
|
|
2017
Q2 | $35K | Sell |
3,700
-916
| -20% | -$8.67K | ﹤0.01% | 2202 |
|
|
2017
Q1 | $37K | Sell |
4,616
-706
| -13% | -$5.66K | ﹤0.01% | 2098 |
|
|
2016
Q4 | $47K | Buy |
5,322
+58
| +1% | +$512 | ﹤0.01% | 1913 |
|
|
2016
Q3 | $132K | Sell |
5,264
-259
| -5% | -$6.5K | 0.01% | 1208 |
|
|
2016
Q2 | $138K | Buy |
+5,523
| New | +$138K | 0.01% | 1161 |
|
|
2016
Q1 | – | Sell |
-5,865
| Closed | -$157K | – | 3651 |
|
|
2015
Q4 | $157K | Buy |
+5,865
| New | +$157K | 0.01% | 948 |
|