Impact Partnership Wealth’s STAG Industrial STAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,425
Closed -$247K 635
2024
Q1
$247K Sell
6,425
-1,179
-16% -$45.3K 0.1% 143
2023
Q4
$299K Buy
7,604
+2,142
+39% +$84.1K 0.11% 119
2023
Q3
$189K Buy
+5,462
New +$189K 0.06% 186