KA
STON
Klingman & Associates’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$5K | – | 338 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 331 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 334 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 333 |
|
|
2015
Q4 | $5K | Sell |
200
-475
| -70% | -$11.9K | ﹤0.01% | 337 |
|
|
2015
Q3 | $18K | Buy |
675
+475
| +238% | +$12.7K | 0.01% | 273 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 337 |
|
|
2015
Q1 | $6K | Sell |
200
-350
| -64% | -$10.5K | ﹤0.01% | 308 |
|
|
2014
Q4 | $14K | Buy |
+550
| New | +$14K | 0.01% | 269 |
|