LA
STON
Legacy Advisors’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-117,019
| Closed | -$401K | – | 254 |
|
|
2022
Q3 | $401K | Sell |
117,019
-5,800
| -5% | -$19.9K | 0.09% | 144 |
|
|
2022
Q2 | $420K | Hold |
122,819
| – | – | 0.09% | 134 |
|
|
2022
Q1 | $321K | Buy |
122,819
+111,619
| +997% | +$292K | 0.06% | 156 |
|
|
2021
Q4 | $26K | Sell |
11,200
-149,815
| -93% | -$348K | 0.01% | 133 |
|
|
2021
Q3 | $398K | Hold |
161,015
| – | – | 0.16% | 81 |
|
|
2021
Q2 | $422K | Hold |
161,015
| – | – | 0.17% | 77 |
|
|
2021
Q1 | $304K | Hold |
161,015
| – | – | 0.13% | 88 |
|
|
2020
Q4 | $423K | Buy |
161,015
+12,335
| +8% | +$32.4K | 0.24% | 67 |
|
|
2020
Q3 | $143K | Hold |
148,680
| – | – | 0.09% | 106 |
|
|
2020
Q2 | $116K | Hold |
148,680
| – | – | 0.09% | 100 |
|
|
2020
Q1 | $155K | Buy |
+148,680
| New | +$155K | 0.16% | 94 |
|
|
2019
Q4 | – | Sell |
-215,934
| Closed | -$240K | – | 139 |
|
|
2019
Q3 | $240K | Buy |
215,934
+54,632
| +34% | +$60.7K | 0.18% | 97 |
|
|
2019
Q2 | $355K | Sell |
161,302
-161,302
| -50% | -$355K | 0.24% | 77 |
|
|
2019
Q1 | $1.22M | Buy |
322,604
+186,756
| +137% | +$704K | 0.39% | 56 |
|
|
2018
Q4 | $285K | Hold |
135,848
| – | – | 0.22% | 92 |
|
|
2018
Q3 | $697K | Hold |
135,848
| – | – | 0.34% | 74 |
|
|
2018
Q2 | $819K | Hold |
135,848
| – | – | 0.61% | 37 |
|
|
2018
Q1 | $837K | Buy |
135,848
+129,848
| +2,164% | +$800K | 0.62% | 35 |
|
|
2017
Q4 | $39K | Hold |
6,000
| – | – | 0.04% | 143 |
|
|
2017
Q3 | $39K | Hold |
6,000
| – | – | 0.04% | 120 |
|
|
2017
Q2 | $56K | Sell |
6,000
-10,483
| -64% | -$97.8K | 0.07% | 97 |
|
|
2017
Q1 | $130K | Buy |
16,483
+6,000
| +57% | +$47.3K | 0.18% | 54 |
|
|
2016
Q4 | $93K | Buy |
+10,483
| New | +$93K | 0.13% | 71 |
|