HWM
Hohimer Wealth Management’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,351
| Closed | -$202K | – | 204 |
|
|
2020
Q3 | $202K | Sell |
6,351
-23,091
| -78% | -$734K | 0.06% | 170 |
|
|
2020
Q2 | $863K | Sell |
29,442
-17,597
| -37% | -$516K | 0.3% | 114 |
|
|
2020
Q1 | $1.22M | Sell |
47,039
-682
| -1% | -$17.7K | 0.52% | 75 |
|
|
2019
Q4 | $1.51M | Buy |
+47,721
| New | +$1.51M | 0.52% | 89 |
|