Evoke Wealth’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,696
| Closed | -$134K | – | 1043 |
|
2022
Q3 | $134K | Hold |
4,696
| – | – | 0.01% | 377 |
|
2022
Q2 | $146K | Hold |
4,696
| – | – | 0.01% | 360 |
|
2022
Q1 | $195K | Sell |
4,696
-9,549
| -67% | -$397K | 0.01% | 360 |
|
2021
Q4 | $685K | Buy |
14,245
+2,300
| +19% | +$111K | 0.02% | 215 |
|
2021
Q3 | $470K | Buy |
11,945
+2,410
| +25% | +$94.8K | 0.02% | 236 |
|
2021
Q2 | $358K | Buy |
9,535
+1,410
| +17% | +$52.9K | 0.01% | 278 |
|
2021
Q1 | $274K | Buy |
8,125
+7,995
| +6,150% | +$270K | 0.01% | 272 |
|
2020
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 788 |
|
2020
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 735 |
|
2020
Q2 | $4K | Sell |
130
-58
| -31% | -$1.79K | ﹤0.01% | 748 |
|
2020
Q1 | $4.26K | Sell |
188
-903
| -83% | -$20.4K | ﹤0.01% | 647 |
|
2019
Q4 | $34.6K | Hold |
1,091
| – | – | ﹤0.01% | 477 |
|
2019
Q3 | $32.3K | Buy |
+1,091
| New | +$32.3K | ﹤0.01% | 541 |
|