Reilly Financial Advisors’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-300
| Closed | -$9K | – | 1412 |
|
|
2015
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 917 |
|
|
2015
Q1 | – | Sell |
-1,150
| Closed | -$30K | – | 1383 |
|
|
2014
Q4 | $30K | Hold |
1,150
| – | – | 0.01% | 327 |
|
|
2014
Q3 | $30K | Hold |
1,150
| – | – | 0.01% | 328 |
|
|
2014
Q2 | $28K | Hold |
1,150
| – | – | 0.01% | 348 |
|
|
2014
Q1 | $29K | Hold |
1,150
| – | – | 0.01% | 362 |
|
|
2013
Q4 | $29K | Hold |
1,150
| – | – | 0.01% | 332 |
|
|
2013
Q3 | $28K | Hold |
1,150
| – | – | 0.01% | 299 |
|
|
2013
Q2 | $29K | Buy |
+1,150
| New | +$29K | 0.01% | 294 |
|