WFG Advisors’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Buy |
1,072
+897
| +513% | +$8.37K | ﹤0.01% | 1157 |
|
|
2017
Q1 | $1K | Sell |
175
-805
| -82% | -$4.6K | ﹤0.01% | 1444 |
|
|
2016
Q4 | $9K | Buy |
980
+29
| +3% | +$266 | ﹤0.01% | 1147 |
|
|
2016
Q3 | $24K | Sell |
951
-706
| -43% | -$17.8K | 0.01% | 911 |
|
|
2016
Q2 | $42K | Sell |
1,657
-4,435
| -73% | -$112K | 0.01% | 731 |
|
|
2016
Q1 | $149K | Sell |
6,092
-425
| -7% | -$10.4K | 0.04% | 385 |
|
|
2015
Q4 | $174K | Buy |
6,517
+149
| +2% | +$3.98K | 0.05% | 321 |
|
|
2015
Q3 | $174K | Buy |
6,368
+153
| +2% | +$4.18K | 0.05% | 321 |
|
|
2015
Q2 | $187K | Buy |
6,215
+87
| +1% | +$2.62K | 0.05% | 362 |
|
|
2015
Q1 | $177K | Sell |
6,128
-910
| -13% | -$26.3K | 0.05% | 385 |
|
|
2014
Q4 | $181K | Sell |
7,038
-112
| -2% | -$2.88K | 0.04% | 463 |
|
|
2014
Q3 | $184K | Buy |
7,150
+350
| +5% | +$9.01K | 0.04% | 473 |
|
|
2014
Q2 | $165K | Buy |
6,800
+5,800
| +580% | +$141K | 0.03% | 497 |
|
|
2014
Q1 | $25K | Hold |
1,000
| – | – | 0.01% | 1179 |
|
|
2013
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1246 |
|
|
2013
Q3 | $24K | Sell |
1,000
-500
| -33% | -$12K | ﹤0.01% | 1212 |
|
|
2013
Q2 | $38K | Buy |
+1,500
| New | +$38K | 0.01% | 993 |
|