Steward Partners Investment Advisory’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-688
| Closed | -$2K | – | 3509 |
|
|
2022
Q3 | $2K | Hold |
688
| – | – | ﹤0.01% | 3088 |
|
|
2022
Q2 | $2K | Hold |
688
| – | – | ﹤0.01% | 3072 |
|
|
2022
Q1 | $2K | Buy |
688
+248
| +56% | +$721 | ﹤0.01% | 3146 |
|
|
2021
Q4 | $1K | Hold |
440
| – | – | ﹤0.01% | 3160 |
|
|
2021
Q3 | $1K | Hold |
440
| – | – | ﹤0.01% | 3130 |
|
|
2021
Q2 | $1K | Hold |
440
| – | – | ﹤0.01% | 7011 |
|
|
2021
Q1 | $832 | Hold |
440
| – | – | ﹤0.01% | 3326 |
|
|
2020
Q4 | $1K | Sell |
440
-358
| -45% | -$814 | ﹤0.01% | 2841 |
|
|
2020
Q3 | $1K | Buy |
798
+358
| +81% | +$449 | ﹤0.01% | 2709 |
|
|
2020
Q2 | $0 | Sell |
440
-72
| -14% | – | ﹤0.01% | 2791 |
|
|
2020
Q1 | $0 | Sell |
512
-24
| -4% | – | ﹤0.01% | 2766 |
|
|
2019
Q4 | $0 | Buy |
536
+440
| +458% | – | ﹤0.01% | 2802 |
|
|
2019
Q3 | $0 | Sell |
96
-25
| -21% | – | ﹤0.01% | 2816 |
|
|
2019
Q2 | $0 | Buy |
+121
| New | – | ﹤0.01% | 2721 |
|
|
2018
Q4 | – | Sell |
-941
| Closed | -$5K | – | 2357 |
|
|
2018
Q3 | $5K | Sell |
941
-311
| -25% | -$1.65K | ﹤0.01% | 2153 |
|
|
2018
Q2 | $8K | Sell |
1,252
-248
| -17% | -$1.59K | ﹤0.01% | 1842 |
|
|
2018
Q1 | $9K | Buy |
+1,500
| New | +$9K | ﹤0.01% | 1625 |
|