Clearview Wealth Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,653
| Closed | -$59.3K | – | 562 |
|
|
2023
Q2 | $59.3K | Sell |
1,653
-780
| -32% | -$28K | 0.06% | 184 |
|
|
2023
Q1 | $82.3K | Sell |
2,433
-60
| -2% | -$2.03K | 0.08% | 162 |
|
|
2022
Q4 | $80.5K | Sell |
2,493
-955
| -28% | -$30.9K | 0.06% | 134 |
|
|
2022
Q3 | $98K | Sell |
3,448
-445
| -11% | -$12.6K | 0.08% | 116 |
|
|
2022
Q2 | $120K | Sell |
3,893
-1,792
| -32% | -$55.2K | 0.09% | 107 |
|
|
2022
Q1 | $235K | Sell |
5,685
-8,320
| -59% | -$344K | 0.15% | 84 |
|
|
2021
Q4 | $672K | Buy |
14,005
+3,251
| +30% | +$156K | 0.41% | 56 |
|
|
2021
Q3 | $422K | Buy |
10,754
+4,694
| +77% | +$184K | 0.27% | 74 |
|
|
2021
Q2 | $227K | Sell |
6,060
-747
| -11% | -$28K | 0.14% | 106 |
|
|
2021
Q1 | $229K | Buy |
+6,807
| New | +$229K | 0.15% | 106 |
|