Carson Wealth (CWM LLC)’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
13,293
-116
| -0.9% | -$4.21K | ﹤0.01% | 1611 |
|
|
2025
Q1 | $484K | Buy |
13,409
+1,866
| +16% | +$67.4K | ﹤0.01% | 1454 |
|
|
2024
Q4 | $390K | Buy |
11,543
+9,684
| +521% | +$327K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $73K | Sell |
1,859
-355
| -16% | -$13.9K | ﹤0.01% | 2402 |
|
|
2024
Q2 | $80K | Sell |
2,214
-151
| -6% | -$5.46K | ﹤0.01% | 2133 |
|
|
2024
Q1 | $91K | Sell |
2,365
-73
| -3% | -$2.81K | ﹤0.01% | 1931 |
|
|
2023
Q4 | $96K | Buy |
2,438
+365
| +18% | +$14.4K | ﹤0.01% | 1793 |
|
|
2023
Q3 | $72K | Sell |
2,073
-2,241
| -52% | -$77.8K | ﹤0.01% | 1851 |
|
|
2023
Q2 | $155K | Buy |
4,314
+2,444
| +131% | +$87.8K | ﹤0.01% | 1353 |
|
|
2023
Q1 | $63K | Buy |
1,870
+1,119
| +149% | +$37.7K | ﹤0.01% | 1743 |
|
|
2022
Q4 | $24K | Buy |
751
+568
| +310% | +$18.2K | ﹤0.01% | 2247 |
|
|
2022
Q3 | $5K | Buy |
183
+90
| +97% | +$2.46K | ﹤0.01% | 3099 |
|
|
2022
Q2 | $3K | Sell |
93
-108
| -54% | -$3.48K | ﹤0.01% | 3234 |
|
|
2022
Q1 | $8K | Buy |
201
+114
| +131% | +$4.54K | ﹤0.01% | 2633 |
|
|
2021
Q4 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 2878 |
|