CWM
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Centricity Wealth Management’s STAG Industrial STAG Stock Holding History

Centricity Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.94K Buy
164
+2
+1% +$72 ﹤0.01% 363
2025
Q1 		$5.85K Buy
162
+27
+20% +$975 0.01% 367
2024
Q4 		$4.58K Buy
+135
New +$4.58K ﹤0.01% 394