BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $41.4K | Buy |
1,155
+7
| +0.6% | +$251 | ﹤0.01% | 401 |
|
|
2023
Q1 | $38.8K | Buy |
1,148
+6
| +0.5% | +$203 | ﹤0.01% | 423 |
|
|
2022
Q4 | $36.9K | Buy |
1,142
+7
| +0.6% | +$226 | ﹤0.01% | 411 |
|
|
2022
Q3 | $32K | Buy |
1,135
+7
| +0.6% | +$197 | ﹤0.01% | 423 |
|
|
2022
Q2 | $35K | Buy |
1,128
+6
| +0.5% | +$186 | ﹤0.01% | 421 |
|
|
2022
Q1 | $46K | Buy |
1,122
+5
| +0.4% | +$205 | ﹤0.01% | 407 |
|
|
2021
Q4 | $54K | Buy |
1,117
+4
| +0.4% | +$193 | 0.01% | 412 |
|
|
2021
Q3 | $44K | Buy |
1,113
+557
| +100% | +$22K | 0.01% | 416 |
|
|
2021
Q2 | $21K | Buy |
556
+6
| +1% | +$227 | ﹤0.01% | 515 |
|
|
2021
Q1 | $18K | Buy |
550
+6
| +1% | +$196 | ﹤0.01% | 499 |
|
|
2020
Q4 | $17K | Buy |
544
+6
| +1% | +$188 | ﹤0.01% | 499 |
|
|
2020
Q3 | $16K | Buy |
538
+6
| +1% | +$178 | ﹤0.01% | 455 |
|
|
2020
Q2 | $16K | Buy |
532
+7
| +1% | +$211 | ﹤0.01% | 484 |
|
|
2020
Q1 | $12K | Sell |
525
-387
| -42% | -$8.85K | ﹤0.01% | 475 |
|
|
2019
Q4 | $29K | Buy |
912
+10
| +1% | +$318 | 0.01% | 402 |
|
|
2019
Q3 | $27K | Buy |
+902
| New | +$27K | 0.01% | 397 |
|
|
2019
Q2 | – | Hold |
0
| – | -$26K | – | 390 |
|
|
2019
Q1 | – | Hold |
0
| – | -$22K | – | 406 |
|
|
2018
Q4 | – | Hold |
0
| – | -$24K | – | 392 |
|
|
2018
Q3 | – | Hold |
0
| – | -$23K | – | 406 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 418 |
|