Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,373
| Closed | -$655K | – | 503 |
|
|
2023
Q1 | $655K | Hold |
19,373
| – | – | 0.03% | 287 |
|
|
2022
Q4 | $626K | Hold |
19,373
| – | – | 0.03% | 275 |
|
|
2022
Q3 | $551K | Sell |
19,373
-800
| -4% | -$22.8K | 0.03% | 285 |
|
|
2022
Q2 | $623K | Hold |
20,173
| – | – | 0.03% | 264 |
|
|
2022
Q1 | $834K | Hold |
20,173
| – | – | 0.04% | 241 |
|
|
2021
Q4 | $968K | Buy |
+20,173
| New | +$968K | 0.05% | 225 |
|