HEIP
Hudson Edge Investment Partners’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
17,983
+934
| +5% | +$33.9K | 0.11% | 77 |
|
|
2025
Q1 | $616K | Buy |
17,049
+1,863
| +12% | +$67.3K | 0.13% | 79 |
|
|
2024
Q4 | $514K | Buy |
15,186
+730
| +5% | +$24.7K | 0.09% | 102 |
|
|
2024
Q3 | $565K | Hold |
14,456
| – | – | 0.1% | 91 |
|
|
2024
Q2 | $521K | Hold |
14,456
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $556K | Hold |
14,456
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $568K | Sell |
14,456
-481
| -3% | -$18.9K | 0.13% | 81 |
|
|
2023
Q3 | $515K | Sell |
14,937
-20
| -0.1% | -$690 | 0.17% | 81 |
|
|
2023
Q2 | $537K | Sell |
14,957
-4,756
| -24% | -$171K | 0.17% | 79 |
|
|
2023
Q1 | $667K | Sell |
19,713
-409
| -2% | -$13.8K | 0.21% | 77 |
|
|
2022
Q4 | $650K | Sell |
20,122
-150
| -0.7% | -$4.85K | 0.22% | 75 |
|
|
2022
Q3 | $576K | Sell |
20,272
-766
| -4% | -$21.8K | 0.21% | 81 |
|
|
2022
Q2 | $650K | Buy |
21,038
+1,846
| +10% | +$57K | 0.24% | 75 |
|
|
2022
Q1 | $794K | Buy |
19,192
+8,427
| +78% | +$349K | 0.25% | 70 |
|
|
2021
Q4 | $516K | Sell |
10,765
-4,906
| -31% | -$235K | 0.16% | 120 |
|
|
2021
Q3 | $615K | Hold |
15,671
| – | – | 0.2% | 110 |
|
|
2021
Q2 | $587K | Buy |
15,671
+3,452
| +28% | +$129K | 0.19% | 112 |
|
|
2021
Q1 | $411K | Sell |
12,219
-948
| -7% | -$31.9K | 0.14% | 117 |
|
|
2020
Q4 | $412K | Sell |
13,167
-337
| -2% | -$10.5K | 0.15% | 119 |
|
|
2020
Q3 | $412K | Sell |
13,504
-164
| -1% | -$5K | 0.17% | 119 |
|
|
2020
Q2 | $401K | Buy |
+13,668
| New | +$401K | 0.13% | 103 |
|