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Foundations Investment Advisors’s STAG Industrial STAG Stock Holding History

Foundations Investment Advisors’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$279K Sell
7,703
-12,079
-61% -$438K ﹤0.01% 766
2025
Q1 		$715K Buy
19,782
+8,377
+73% +$303K 0.01% 484
2024
Q4 		$386K Buy
11,405
+1,544
+16% +$52.2K 0.01% 596
2024
Q3 		$385K Buy
+9,861
New +$385K 0.01% 578