EWM
Evermay Wealth Management’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$19.3K | – | 630 |
|
|
2024
Q1 | $19.3K | Hold |
500
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $19.7K | Hold |
500
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $17.3K | Hold |
500
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $16.2K | Buy |
+500
| New | +$16.2K | ﹤0.01% | 381 |
|