TrueWealth LLC’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 788 |
|
2020
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 809 |
|
2019
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 766 |
|
2019
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 748 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 781 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 771 |
|
2018
Q4 | – | Hold |
0
| – | -$1K | – | 837 |
|
2018
Q3 | – | Hold |
0
| – | -$1K | – | 807 |
|
2018
Q2 | – | Hold |
0
| – | -$1K | – | 819 |
|
2018
Q1 | – | Hold |
0
| – | -$1K | – | 792 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 902 |
|