Concord Wealth Partners’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18
| Closed | -$609 | – | 957 |
|
|
2024
Q4 | $609 | Hold |
18
| – | – | ﹤0.01% | 844 |
|
|
2024
Q3 | $704 | Buy |
+18
| New | +$704 | ﹤0.01% | 872 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$897 | – | 1070 |
|
|
2023
Q2 | $897 | Hold |
25
| – | – | ﹤0.01% | 963 |
|
|
2023
Q1 | $846 | Hold |
25
| – | – | ﹤0.01% | 910 |
|
|
2022
Q4 | $808 | Buy |
+25
| New | +$808 | ﹤0.01% | 1111 |
|