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Baldwin Wealth Partners’s STAG Industrial STAG Stock Holding History

Baldwin Wealth Partners’s Portfolio STAG Stock Details STAG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,200
Closed -$86K – 902
2024
Q3 		$86K Sell
2,200
-300
-12% -$11.7K 0.01% 435
2024
Q2 		$90.2K Hold
2,500
– – 0.01% 275
2024
Q1 		$96.1K Hold
2,500
– – 0.01% 279
2023
Q4 		$98.2K Hold
2,500
– – 0.01% 279
2023
Q3 		$86.3K Hold
2,500
– – 0.01% 312
2023
Q2 		$89.7K Hold
2,500
– – 0.01% 331
2023
Q1 		$84.6K Hold
2,500
– – 0.01% 342
2022
Q4 		$80.8K Sell
2,500
-1,000
-29% -$32.3K 0.01% 341
2022
Q3 		$100K Hold
3,500
– – 0.01% 242
2022
Q2 		$108K Buy
3,500
+500
+17% +$15.4K 0.01% 247
2022
Q1 		$124K Buy
3,000
+1,000
+50% +$41.3K 0.01% 252
2021
Q4 		$96K Hold
2,000
– – 0.01% 269
2021
Q3 		$79K Hold
2,000
– – 0.01% 289
2021
Q2 		$75K Hold
2,000
– – 0.01% 306
2021
Q1 		$67K Hold
2,000
– – 0.01% 306
2020
Q4 		$63K Hold
2,000
– – 0.01% 298
2020
Q3 		$61K Hold
2,000
– – 0.01% 271
2020
Q2 		$59K Hold
2,000
– – 0.01% 272
2020
Q1 		$45K Hold
2,000
– – 0.01% 291
2019
Q4 		$63K Hold
2,000
– – 0.01% 292
2019
Q3 		$59K Hold
2,000
– – 0.01% 286
2019
Q2 		$60K Hold
2,000
– – 0.01% 291
2019
Q1 		$59K Hold
2,000
– – 0.01% 286
2018
Q4 		$50K Hold
2,000
– – 0.01% 287
2018
Q3 		$55K Hold
2,000
– – 0.01% 301
2018
Q2 		$54K Hold
2,000
– – 0.01% 308
2018
Q1 		$48K Hold
2,000
– – 0.01% 303
2017
Q4 		$55K Hold
2,000
– – 0.01% 292
2017
Q3 		$55K Hold
2,000
– – 0.01% 283
2017
Q2 		$55K Hold
2,000
– – 0.01% 290
2017
Q1 		$50K Sell
2,000
-200
-9% -$5K 0.01% 292
2016
Q4 		$53K Hold
2,200
– – 0.01% 292
2016
Q3 		$54K Hold
2,200
– – 0.01% 293
2016
Q2 		$52K Hold
2,200
– – 0.01% 268
2016
Q1 		$45K Buy
+2,200
New +$45K 0.01% 309
2013
Q4 		– Sell
-28,260
Closed -$569K – 252
2013
Q3 		$569K Sell
28,260
-1,200
-4% -$24.2K 0.1% 152
2013
Q2 		$588K Buy
+29,460
New +$588K 0.12% 139