Concentric Wealth Management’s STAG Industrial STAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$218K Sell
2022
Q1
$333K Hold
2021
Q4
$386K Sell
2021
Q3
$336K Sell
2021
Q2
$357K Sell
2021
Q1
$338K Hold
2020
Q4
$315K Sell
2020
Q3
$363K Sell
2020
Q2
$369K Sell
2020
Q1
$295K Sell
2019
Q4
$461K Buy