JWA
STON
JFS Wealth Advisors’s StoneMor Inc. STON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-428
| Closed | -$1K | – | 2014 |
|
2022
Q3 | $1K | Hold |
428
| – | – | ﹤0.01% | 1710 |
|
2022
Q2 | $1K | Hold |
428
| – | – | ﹤0.01% | 1705 |
|
2022
Q1 | $1K | Hold |
428
| – | – | ﹤0.01% | 1790 |
|
2021
Q4 | $1K | Hold |
428
| – | – | ﹤0.01% | 1666 |
|
2021
Q3 | $1K | Buy |
+428
| New | +$1K | ﹤0.01% | 826 |
|