Dakota Wealth Management’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,642
| Closed | -$217K | – | 745 |
|
2024
Q1 | $217K | Sell |
5,642
-3,482
| -38% | -$134K | 0.01% | 654 |
|
2023
Q4 | $358K | Buy |
9,124
+272
| +3% | +$10.7K | 0.01% | 473 |
|
2023
Q3 | $305K | Sell |
8,852
-113
| -1% | -$3.9K | 0.01% | 483 |
|
2023
Q2 | $322K | Sell |
8,965
-152
| -2% | -$5.45K | 0.02% | 467 |
|
2023
Q1 | $308K | Buy |
9,117
+591
| +7% | +$20K | 0.02% | 459 |
|
2022
Q4 | $275K | Buy |
8,526
+389
| +5% | +$12.6K | 0.02% | 454 |
|
2022
Q3 | $231K | Buy |
8,137
+231
| +3% | +$6.56K | 0.02% | 466 |
|
2022
Q2 | $244K | Buy |
+7,906
| New | +$244K | 0.02% | 406 |
|