EverSource Wealth Advisors’s STAG Industrial STAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.1K	Buy	1,583 +285	+22%	+$10.8K	﹤0.01%	1788
2025 Q4	$47.7K	Sell	1,298 -298	-19%	-$11.3K	﹤0.01%	1780
2025 Q3	$56.3K	Buy	1,596 +160	+11%	+$5.71K	﹤0.01%	1617
2025 Q2	$52.1K	Buy	1,436 +1,048	+270%	+$36.2K	﹤0.01%	1588
2025 Q1	$14K	Buy	388 +234	+152%	+$8.16K	﹤0.01%	1900
2024 Q4	$5.21K	Buy	+154	New	+$5.63K	﹤0.01%	2326
2024 Q1	–	Sell	-190	Closed	-$7.46K	–	2998
2023 Q4	$7.46K	Buy	190 +149	+363%	+$5.29K	﹤0.01%	1693
2023 Q3	$1.42K	Sell	41 -17	-29%	-$617	﹤0.01%	2109
2023 Q2	$2.08K	Sell	58 -1	-2%	-$35	﹤0.01%	2016
2023 Q1	$2K	Buy	+59	New	+$2.01K	﹤0.01%	1935
2022 Q3	–	Sell	-1,771	Closed	-$55K	–	2129
2022 Q2	$55K	Buy	+1,771	New	+$62.8K	0.01%	600