IWA
IBEX Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-134,884
| Closed | -$4.56M | – | 199 |
|
|
2024
Q4 | $4.56M | Buy |
+134,884
| New | +$4.56M | 0.54% | 60 |
|
|
2024
Q3 | – | Sell |
-110,530
| Closed | -$3.99M | – | 248 |
|
|
2024
Q2 | $3.99M | Buy |
110,530
+11,984
| +12% | +$432K | 0.62% | 50 |
|
|
2024
Q1 | $3.18M | Buy |
98,546
+98,457
| +110,626% | +$3.18M | 0.86% | 42 |
|
|
2023
Q4 | $3.49K | Sell |
89
-90,412
| -100% | -$3.54M | 0.76% | 47 |
|
|
2023
Q3 | $3.12M | Buy |
+90,501
| New | +$3.12M | 0.79% | 44 |
|
|
2023
Q1 | $3.5M | Buy |
103,553
+5,007
| +5% | +$169K | 0.91% | 43 |
|
|
2022
Q4 | $3.18M | Sell |
98,546
-4,394
| -4% | -$142K | 0.72% | 47 |
|
|
2022
Q3 | $2.93M | Sell |
102,940
-606
| -0.6% | -$17.2K | 0.76% | 47 |
|
|
2022
Q2 | $3.2M | Buy |
103,546
+463
| +0.4% | +$14.3K | 0.74% | 50 |
|
|
2022
Q1 | $4.26M | Buy |
103,083
+5,441
| +6% | +$225K | 0.82% | 43 |
|
|
2021
Q4 | $4.68M | Sell |
97,642
-262
| -0.3% | -$12.6K | 0.83% | 42 |
|
|
2021
Q3 | $3.84M | Buy |
97,904
+3,066
| +3% | +$120K | 0.74% | 54 |
|
|
2021
Q2 | $3.55M | Buy |
94,838
+4,520
| +5% | +$169K | 0.71% | 60 |
|
|
2021
Q1 | $3.04M | Buy |
90,318
+7,645
| +9% | +$257K | 0.75% | 61 |
|
|
2020
Q4 | $2.59M | Buy |
82,673
+4,782
| +6% | +$150K | 0.68% | 60 |
|
|
2020
Q3 | $2.38M | Sell |
77,891
-2,042
| -3% | -$62.3K | 0.69% | 60 |
|
|
2020
Q2 | $2.34M | Sell |
79,933
-236
| -0.3% | -$6.92K | 0.75% | 56 |
|
|
2020
Q1 | $1.81M | Buy |
80,169
+5,257
| +7% | +$118K | 0.7% | 62 |
|
|
2019
Q4 | $2.37M | Buy |
74,912
+1,174
| +2% | +$37.1K | 0.72% | 59 |
|
|
2019
Q3 | $2.17M | Buy |
+73,738
| New | +$2.17M | 0.72% | 59 |
|