JFA
STON
JNBA Financial Advisors’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,793
| Closed | -$11K | – | 547 |
|
|
2018
Q1 | $11K | Hold |
1,793
| – | – | ﹤0.01% | 371 |
|
|
2017
Q4 | $12K | Hold |
1,793
| – | – | ﹤0.01% | 360 |
|
|
2017
Q3 | $12K | Hold |
1,793
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $17K | Hold |
1,793
| – | – | ﹤0.01% | 312 |
|
|
2017
Q1 | $14K | Buy |
1,793
+1,500
| +512% | +$11.7K | ﹤0.01% | 332 |
|
|
2016
Q4 | $3K | Buy |
293
+143
| +95% | +$1.46K | ﹤0.01% | 446 |
|
|
2016
Q3 | $4K | Sell |
150
-1,451
| -91% | -$38.7K | ﹤0.01% | 1319 |
|
|
2016
Q2 | $40K | Buy |
1,601
+372
| +30% | +$9.29K | 0.01% | 223 |
|
|
2016
Q1 | $30K | Buy |
1,229
+188
| +18% | +$4.59K | 0.01% | 246 |
|
|
2015
Q4 | $28K | Sell |
1,041
-71
| -6% | -$1.91K | 0.01% | 251 |
|
|
2015
Q3 | $30K | Buy |
1,112
+762
| +218% | +$20.6K | 0.01% | 234 |
|
|
2015
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 347 |
|
|
2015
Q1 | $10K | Hold |
350
| – | – | ﹤0.01% | 367 |
|
|
2014
Q4 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 372 |
|