Foresight Wealth Management’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 |
-29,372
| Closed | -$835K | – | 89 |
|
2022
Q3 | $835K | Buy |
29,372
+2,422
| +9% | +$68.9K | 0.19% | 46 |
|
2022
Q2 | $832K | Buy |
26,950
+2,394
| +10% | +$73.9K | 0.17% | 48 |
|
2022
Q1 | $1.02M | Buy |
24,556
+4,959
| +25% | +$205K | 0.19% | 42 |
|
2021
Q4 | $940K | Sell |
19,597
-216
| -1% | -$10.4K | 0.01% | 41 |
|
2021
Q3 | $778K | Sell |
19,813
-916
| -4% | -$36K | 0.16% | 47 |
|
2021
Q2 | $776K | Buy |
20,729
+2,989
| +17% | +$112K | 0.17% | 56 |
|
2021
Q1 | $596K | Buy |
17,740
+6,497
| +58% | +$218K | 0.15% | 63 |
|
2020
Q4 | $352K | Buy |
+11,243
| New | +$352K | 0.09% | 85 |
|