Carson Wealth (CWM LLC)’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $663K | Buy |
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|
2025
Q4 | $639K | Buy |
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|
2025
Q3 | $531K | Buy |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $390K | Buy |
|
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|
2024
Q3 | $73K | Sell |
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|
2024
Q2 | $80K | Sell |
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|
2024
Q1 | $91K | Sell |
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|
2023
Q4 | $96K | Buy |
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|
2023
Q3 | $72K | Sell |
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|
2023
Q2 | $155K | Buy |
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|
2023
Q1 | $63K | Buy |
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $4K | Buy |
|