Claro Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,393
| Closed | -$250K | – | 540 |
|
2024
Q3 | $250K | Buy |
6,393
+2
| +0% | +$78 | 0.03% | 426 |
|
2024
Q2 | $230K | Sell |
6,391
-42
| -0.7% | -$1.52K | 0.04% | 376 |
|
2024
Q1 | $247K | Buy |
6,433
+352
| +6% | +$13.5K | 0.04% | 359 |
|
2023
Q4 | $239K | Buy |
+6,081
| New | +$239K | 0.05% | 332 |
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$41K | – | 811 |
|
2018
Q4 | $41K | Buy |
+1,500
| New | +$41K | 0.03% | 371 |
|