EverSource Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.1K | Buy |
1,436
+1,048
| +270% | +$38K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $14K | Buy |
388
+234
| +152% | +$8.45K | ﹤0.01% | 1898 |
|
|
2024
Q4 | $5.21K | Buy |
+154
| New | +$5.21K | ﹤0.01% | 2326 |
|
|
2024
Q1 | – | Sell |
-190
| Closed | -$7.46K | – | 2998 |
|
|
2023
Q4 | $7.46K | Buy |
190
+149
| +363% | +$5.85K | ﹤0.01% | 1693 |
|
|
2023
Q3 | $1.42K | Sell |
41
-17
| -29% | -$589 | ﹤0.01% | 2109 |
|
|
2023
Q2 | $2.08K | Sell |
58
-1
| -2% | -$36 | ﹤0.01% | 2015 |
|
|
2023
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 1934 |
|
|
2022
Q3 | – | Sell |
-1,771
| Closed | -$55K | – | 2129 |
|
|
2022
Q2 | $55K | Buy |
+1,771
| New | +$55K | 0.01% | 600 |
|