B. Riley Wealth Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,339
| Closed | -$207K | – | 1275 |
|
|
2024
Q3 | $207K | Sell |
5,339
-5,275
| -50% | -$204K | 0.01% | 1126 |
|
|
2024
Q2 | $384K | Sell |
10,614
-52
| -0.5% | -$1.88K | 0.01% | 925 |
|
|
2024
Q1 | $369K | Buy |
10,666
+470
| +5% | +$16.3K | 0.01% | 947 |
|
|
2023
Q4 | $402K | Sell |
10,196
-470
| -4% | -$18.5K | 0.01% | 924 |
|
|
2023
Q3 | $369K | Buy |
10,666
+811
| +8% | +$28.1K | 0.01% | 947 |
|
|
2023
Q2 | $355K | Sell |
9,855
-1,112
| -10% | -$40K | 0.01% | 1027 |
|
|
2023
Q1 | $372K | Buy |
10,967
+541
| +5% | +$18.4K | 0.01% | 948 |
|
|
2022
Q4 | $338K | Buy |
10,426
+190
| +2% | +$6.16K | 0.01% | 980 |
|
|
2022
Q3 | $292K | Buy |
10,236
+373
| +4% | +$10.6K | 0.01% | 1019 |
|
|
2022
Q2 | $306K | Sell |
9,863
-85
| -0.9% | -$2.64K | 0.01% | 872 |
|
|
2022
Q1 | $413K | Buy |
9,948
+4,015
| +68% | +$167K | 0.01% | 852 |
|
|
2021
Q4 | $285K | Sell |
5,933
-304
| -5% | -$14.6K | 0.01% | 1104 |
|
|
2021
Q3 | $245K | Buy |
+6,237
| New | +$245K | 0.01% | 1149 |
|
|
2015
Q1 | – | Sell |
-92
| Closed | -$2 | – | 1796 |
|
|
2014
Q4 | $2 | Buy |
+92
| New | +$2 | ﹤0.01% | 3424 |
|
|
2014
Q3 | – | Sell |
-15
| Closed | -$371 | – | 1728 |
|
|
2014
Q2 | $371 | Buy |
+15
| New | +$371 | ﹤0.01% | 2350 |
|