CWM
Cedar Wealth Management’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$46.9K | – | 300 |
|
|
2024
Q2 | $46.9K | Hold |
1,300
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $50K | Hold |
1,300
| – | – | 0.02% | 170 |
|
|
2023
Q4 | $51K | Hold |
1,300
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $44.9K | Hold |
1,300
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $46.6K | Hold |
1,300
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $44K | Hold |
1,300
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $42K | Hold |
1,300
| – | – | 0.02% | 154 |
|
|
2022
Q3 | $37K | Hold |
1,300
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $40K | Hold |
1,300
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $54K | Hold |
1,300
| – | – | 0.02% | 180 |
|
|
2021
Q4 | $62K | Hold |
1,300
| – | – | 0.03% | 172 |
|
|
2021
Q3 | $51K | Hold |
1,300
| – | – | 0.02% | 159 |
|
|
2021
Q2 | $49K | Hold |
1,300
| – | – | 0.02% | 173 |
|
|
2021
Q1 | $44K | Hold |
1,300
| – | – | 0.02% | 161 |
|
|
2020
Q4 | $41K | Hold |
1,300
| – | – | 0.02% | 146 |
|
|
2020
Q3 | $40K | Hold |
1,300
| – | – | 0.02% | 139 |
|
|
2020
Q2 | $38K | Hold |
1,300
| – | – | 0.03% | 137 |
|
|
2020
Q1 | $29K | Hold |
1,300
| – | – | 0.02% | 142 |
|
|
2019
Q4 | $41K | Hold |
1,300
| – | – | 0.02% | 97 |
|
|
2019
Q3 | $38K | Hold |
1,300
| – | – | 0.03% | 101 |
|
|
2019
Q2 | $39K | Hold |
1,300
| – | – | 0.03% | 116 |
|
|
2019
Q1 | $39K | Hold |
1,300
| – | – | 0.02% | 110 |
|
|
2018
Q4 | $32K | Buy |
1,300
+200
| +18% | +$4.92K | 0.02% | 98 |
|
|
2018
Q3 | $30K | Buy |
+1,100
| New | +$30K | 0.02% | 96 |
|