Bartlett & Co Wealth Management’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.37K | Hold |
175
| – | – | ﹤0.01% | 967 |
|
2025
Q1 | $6.34K | Hold |
175
| – | – | ﹤0.01% | 961 |
|
2024
Q4 | $5.94K | Hold |
175
| – | – | ﹤0.01% | 954 |
|
2024
Q3 | $6.86K | Sell |
175
-4,200
| -96% | -$165K | ﹤0.01% | 948 |
|
2024
Q2 | $158K | Sell |
4,375
-1,000
| -19% | -$36.2K | ﹤0.01% | 466 |
|
2024
Q1 | $207K | Hold |
5,375
| – | – | ﹤0.01% | 447 |
|
2023
Q4 | $213K | Hold |
5,375
| – | – | ﹤0.01% | 463 |
|
2023
Q3 | $186K | Sell |
5,375
-3,000
| -36% | -$104K | ﹤0.01% | 456 |
|
2023
Q2 | $302K | Buy |
+8,375
| New | +$302K | 0.01% | 401 |
|