Optimum Investment Advisors’s StoneMor Inc. STON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-300
| Closed | -$1K | – | 843 |
|
2022
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 785 |
|
2022
Q2 | $1K | Buy |
300
+100
| +50% | +$333 | ﹤0.01% | 792 |
|
2022
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 819 |
|
2014
Q1 | – | Sell |
-120
| Closed | -$3K | – | 786 |
|
2013
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 708 |
|