Heritage Wealth Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Hold |
600
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $21.7K | Hold |
600
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $20.3K | Hold |
600
| – | – | ﹤0.01% | 386 |
|
|
2024
Q3 | $23.5K | Hold |
600
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $21.6K | Hold |
600
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $23.1K | Hold |
600
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $23.6K | Buy |
600
+100
| +20% | +$3.93K | ﹤0.01% | 398 |
|
|
2023
Q3 | $17.3K | Buy |
500
+100
| +25% | +$3.45K | ﹤0.01% | 390 |
|
|
2023
Q2 | $14.4K | Hold |
400
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $13.5K | Buy |
+400
| New | +$13.5K | ﹤0.01% | 425 |
|