MSI Financial Services’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $163K | Buy |
18,344
+2,276
| +14% | +$20.2K | 0.01% | 1198 |
|
|
2016
Q3 | $402K | Buy |
16,068
+2,917
| +22% | +$73K | 0.01% | 759 |
|
|
2016
Q2 | $329K | Buy |
13,151
+5,816
| +79% | +$146K | 0.01% | 811 |
|
|
2016
Q1 | $179K | Buy |
7,335
+970
| +15% | +$23.7K | 0.01% | 1048 |
|
|
2015
Q4 | $170K | Buy |
6,365
+515
| +9% | +$13.8K | 0.01% | 1017 |
|
|
2015
Q3 | $160K | Hold |
5,850
| – | – | 0.01% | 724 |
|
|
2015
Q2 | $176K | Buy |
5,850
+950
| +19% | +$28.6K | 0.01% | 763 |
|
|
2015
Q1 | $141K | Sell |
4,900
-150
| -3% | -$4.32K | 0.01% | 862 |
|
|
2014
Q4 | $130K | Buy |
5,050
+600
| +13% | +$15.4K | 0.01% | 713 |
|
|
2014
Q3 | $115K | Buy |
4,450
+1,800
| +68% | +$46.5K | 0.01% | 773 |
|
|
2014
Q2 | $64K | Buy |
2,650
+450
| +20% | +$10.9K | 0.01% | 986 |
|
|
2014
Q1 | $55K | Buy |
2,200
+250
| +13% | +$6.25K | 0.01% | 995 |
|
|
2013
Q4 | $50K | Buy |
1,950
+500
| +34% | +$12.8K | 0.01% | 998 |
|
|
2013
Q3 | $34K | Hold |
1,450
| – | – | 0.01% | 1014 |
|
|
2013
Q2 | $36K | Buy |
+1,450
| New | +$36K | 0.01% | 1016 |
|