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 |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $461K | Buy |
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