GWM
Guardian Wealth Management’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
49,898
+797
| +2% | +$28.9K | 1.21% | 34 |
|
|
2025
Q1 | $1.77M | Buy |
49,101
+5,767
| +13% | +$208K | 1.18% | 34 |
|
|
2024
Q4 | $1.47M | Sell |
43,334
-3,112
| -7% | -$105K | 1% | 35 |
|
|
2024
Q3 | $1.82M | Buy |
46,446
+965
| +2% | +$37.7K | 1.28% | 29 |
|
|
2024
Q2 | $1.64M | Buy |
45,481
+911
| +2% | +$32.9K | 1.25% | 29 |
|
|
2024
Q1 | $1.71M | Sell |
44,570
-1,247
| -3% | -$47.9K | 1.32% | 30 |
|
|
2023
Q4 | $1.8M | Buy |
45,817
+205
| +0.4% | +$8.05K | 1.52% | 27 |
|
|
2023
Q3 | $1.57M | Buy |
45,612
+301
| +0.7% | +$10.4K | 1.47% | 29 |
|
|
2023
Q2 | $1.63M | Buy |
45,311
+1,552
| +4% | +$55.7K | 1.48% | 29 |
|
|
2023
Q1 | $1.48M | Buy |
43,759
+1,690
| +4% | +$57.2K | 1.43% | 28 |
|
|
2022
Q4 | $1.36M | Sell |
42,069
-768
| -2% | -$24.8K | 1.34% | 28 |
|
|
2022
Q3 | $1.22M | Buy |
42,837
+1,399
| +3% | +$39.8K | 1.38% | 29 |
|
|
2022
Q2 | $1.28M | Buy |
41,438
+2,326
| +6% | +$71.8K | 1.38% | 32 |
|
|
2022
Q1 | $1.62M | Buy |
39,112
+658
| +2% | +$27.2K | 1.61% | 25 |
|
|
2021
Q4 | $1.84M | Buy |
+38,454
| New | +$1.84M | 1.78% | 21 |
|