EWA
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EP Wealth Advisors’s STAG Industrial STAG Stock Holding History

EP Wealth Advisors’s Portfolio STAG Stock Details STAG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,067
Closed -$255K – 1471
2025
Q1 		$255K Sell
7,067
-425
-6% -$15.4K ﹤0.01% 1006
2024
Q4 		$253K Sell
7,492
-399
-5% -$13.5K ﹤0.01% 945
2024
Q3 		$308K Buy
+7,891
New +$308K ﹤0.01% 848