WealthPLAN Partners’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $37K | Sell |
15,732
-69,206
| -81% | -$163K | ﹤0.01% | 377 |
|
|
2021
Q4 | $212K | Sell |
84,938
-556
| -0.7% | -$1.39K | 0.01% | 357 |
|
|
2021
Q3 | $213K | Sell |
85,494
-646
| -0.7% | -$1.61K | 0.01% | 354 |
|
|
2021
Q2 | $233K | Hold |
86,140
| – | – | 0.02% | 323 |
|
|
2021
Q1 | $193K | Sell |
86,140
-1,972
| -2% | -$4.42K | 0.02% | 320 |
|
|
2020
Q4 | $273K | Hold |
88,112
| – | – | 0.02% | 280 |
|
|
2020
Q3 | $78K | Sell |
88,112
-1,702
| -2% | -$1.51K | 0.01% | 306 |
|
|
2020
Q2 | $76K | Hold |
89,814
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $53K | Sell |
89,814
-4,346
| -5% | -$2.57K | 0.01% | 246 |
|
|
2019
Q4 | $106K | Sell |
94,160
-32,194
| -25% | -$36.2K | 0.01% | 242 |
|
|
2019
Q3 | $136K | Sell |
126,354
-2,943
| -2% | -$3.17K | 0.02% | 228 |
|
|
2019
Q2 | $202K | Sell |
129,297
-13,207
| -9% | -$20.6K | 0.03% | 225 |
|
|
2019
Q1 | $369K | Sell |
142,504
-4,191
| -3% | -$10.9K | 0.06% | 182 |
|
|
2018
Q4 | $508K | Sell |
146,695
-15,523
| -10% | -$53.8K | 0.08% | 152 |
|
|
2018
Q3 | $641K | Sell |
162,218
-16,552
| -9% | -$65.4K | 0.12% | 126 |
|
|
2018
Q2 | $1.08M | Buy |
178,770
+24,377
| +16% | +$147K | 0.22% | 95 |
|
|
2018
Q1 | $959K | Buy |
+154,393
| New | +$959K | 0.21% | 98 |
|
|
2016
Q3 | – | Sell |
-1,920
| Closed | -$24.1K | – | 1089 |
|
|
2016
Q2 | $24.1K | Buy |
+1,920
| New | +$24.1K | ﹤0.01% | 1307 |
|