AWM
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Able Wealth Management’s STAG Industrial STAG Stock Holding History

Able Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,604
Closed -$63K – 511
2023
Q4 		$63K Buy
+1,604
New +$63K 0.06% 120