VSR Financial Services’s StoneMor Inc. STON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $289K | Buy |
+11,548
| New | +$289K | 0.05% | 378 |
|
|
2015
Q3 | – | Sell |
-15,700
| Closed | -$473K | – | 627 |
|
|
2015
Q2 | $473K | Buy |
15,700
+3,300
| +27% | +$99.4K | 0.05% | 346 |
|
|
2015
Q1 | $357K | Hold |
12,400
| – | – | 0.04% | 407 |
|
|
2014
Q4 | $320K | Hold |
12,400
| – | – | 0.04% | 410 |
|
|
2014
Q3 | $320K | Hold |
12,400
| – | – | 0.04% | 427 |
|
|
2014
Q2 | $300K | Hold |
12,400
| – | – | 0.04% | 433 |
|
|
2014
Q1 | $312K | Buy |
12,400
+150
| +1% | +$3.77K | 0.04% | 433 |
|
|
2013
Q4 | $313K | Sell |
12,250
-1,000
| -8% | -$25.6K | 0.05% | 411 |
|
|
2013
Q3 | $313K | Hold |
13,250
| – | – | 0.05% | 375 |
|
|
2013
Q2 | $333K | Buy |
+13,250
| New | +$333K | 0.07% | 346 |
|