J.P. Morgan Private Wealth Advisors’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-72,008
| Closed | -$472K | – | 1391 |
|
|
2017
Q4 | $472K | Sell |
72,008
-20,000
| -22% | -$131K | ﹤0.01% | 890 |
|
|
2017
Q3 | $600K | Buy |
+92,008
| New | +$600K | ﹤0.01% | 785 |
|
|
2016
Q1 | – | Sell |
-9,693
| Closed | -$259K | – | 1313 |
|
|
2015
Q4 | $259K | Buy |
+9,693
| New | +$259K | ﹤0.01% | 924 |
|