H&H Retirement Design & 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
Q1
Sell
-7,392
Closed -$287K 64
2021
Q4
$287K Sell
7,392
-98,634
-93% -$3.83M 0.18% 59
2021
Q3
$4.33M Buy
106,026
+5,184
+5% +$212K 2.66% 18
2021
Q2
$4.03M Sell
100,842
-3,013
-3% -$120K 2.47% 19
2021
Q1
$3.77M Buy
+103,855
New +$3.77M 2.26% 20
2020
Q3
$2.56M Buy
+83,864
New +$2.56M 2.01% 21