WealthPLAN Partners’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $193K | Sell |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $106K | Sell |
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|
2019
Q3 | $136K | Sell |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $369K | Sell |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $641K | Sell |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $959K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $24.1K | Buy |
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