Next Financial Group’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$18K | – | 2377 |
|
|
2016
Q4 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 1420 |
|
|
2016
Q3 | $50K | Buy |
+2,000
| New | +$50K | 0.01% | 941 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1905 |
|
|
2015
Q4 | $2K | Sell |
100
-125
| -56% | -$2.5K | ﹤0.01% | 1635 |
|
|
2015
Q3 | $6K | Sell |
225
-500
| -69% | -$13.3K | ﹤0.01% | 1388 |
|
|
2015
Q2 | $21K | Hold |
725
| – | – | 0.01% | 988 |
|
|
2015
Q1 | $20K | Hold |
725
| – | – | 0.01% | 1004 |
|
|
2014
Q4 | $19K | Sell |
725
-1,575
| -68% | -$41.3K | 0.01% | 1005 |
|
|
2014
Q3 | $59K | Buy |
2,300
+825
| +56% | +$21.2K | 0.01% | 866 |
|
|
2014
Q2 | $36K | Buy |
+1,475
| New | +$36K | 0.02% | 431 |
|