Integrated Wealth Concepts’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 | $270K | Sell |
7,437
-12,318
| -62% | -$447K | ﹤0.01% | 1608 |
|
|
2025
Q1 | $714K | Sell |
19,755
-3,748
| -16% | -$135K | 0.01% | 987 |
|
|
2024
Q4 | $795K | Buy |
23,503
+4,846
| +26% | +$164K | 0.01% | 921 |
|
|
2024
Q3 | $729K | Sell |
18,657
-1,234
| -6% | -$48.2K | 0.01% | 929 |
|
|
2024
Q2 | $717K | Sell |
19,891
-503
| -2% | -$18.1K | 0.01% | 898 |
|
|
2024
Q1 | $784K | Buy |
20,394
+4
| +0% | +$154 | 0.01% | 858 |
|
|
2023
Q4 | $800K | Sell |
20,390
-3,043
| -13% | -$119K | 0.01% | 810 |
|
|
2023
Q3 | $809K | Buy |
23,433
+1,005
| +4% | +$34.7K | 0.01% | 776 |
|
|
2023
Q2 | $805K | Buy |
22,428
+1,646
| +8% | +$59.1K | 0.01% | 770 |
|
|
2023
Q1 | $703K | Buy |
+20,782
| New | +$703K | 0.01% | 739 |
|
|
2022
Q2 | – | Sell |
-16,230
| Closed | -$671K | – | 1068 |
|
|
2022
Q1 | $671K | Buy |
16,230
+1,181
| +8% | +$48.8K | 0.02% | 500 |
|
|
2021
Q4 | $722K | Buy |
15,049
+331
| +2% | +$15.9K | 0.02% | 519 |
|
|
2021
Q3 | $578K | Buy |
14,718
+4,534
| +45% | +$178K | 0.02% | 547 |
|
|
2021
Q2 | $381K | Buy |
+10,184
| New | +$381K | 0.01% | 598 |
|
|
2020
Q4 | – | Sell |
-12,099
| Closed | -$369K | – | 648 |
|
|
2020
Q3 | $369K | Sell |
12,099
-299
| -2% | -$9.12K | 0.02% | 408 |
|
|
2020
Q2 | $364K | Sell |
12,398
-1,213
| -9% | -$35.6K | 0.03% | 354 |
|
|
2020
Q1 | $307K | Buy |
13,611
+1,956
| +17% | +$44.1K | 0.03% | 309 |
|
|
2019
Q4 | $368K | Buy |
+11,655
| New | +$368K | 0.03% | 319 |
|