WFG Advisors’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $9K | Buy |
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|
2016
Q3 | $24K | Sell |
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|
2016
Q2 | $42K | Sell |
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|
2016
Q1 | $149K | Sell |
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|
2015
Q4 | $174K | Buy |
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|
2015
Q3 | $174K | Buy |
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|
2015
Q2 | $187K | Buy |
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|
2015
Q1 | $177K | Sell |
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|
2014
Q4 | $181K | Sell |
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|
2014
Q3 | $184K | Buy |
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|
2014
Q2 | $165K | Buy |
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|
2014
Q1 | $25K | Hold |
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|
2013
Q4 | $26K | Hold |
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|
2013
Q3 | $24K | Sell |
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|
2013
Q2 | $38K | Buy |
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