J.P. Morgan Private Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $887K | Buy |
25,694
+413
| +2% | +$14.3K | ﹤0.01% | 1018 |
|
|
2023
Q2 | $907K | Sell |
25,281
-1,516
| -6% | -$54.4K | ﹤0.01% | 792 |
|
|
2023
Q1 | $906K | Buy |
26,797
+622
| +2% | +$21K | ﹤0.01% | 1201 |
|
|
2022
Q4 | $846K | Sell |
26,175
-1,457
| -5% | -$47.1K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $786K | Buy |
27,632
+3,338
| +14% | +$95K | ﹤0.01% | 1252 |
|
|
2022
Q2 | $750K | Sell |
24,294
-2,889
| -11% | -$89.2K | ﹤0.01% | 1278 |
|
|
2022
Q1 | $1.12M | Buy |
27,183
+1,575
| +6% | +$65.1K | ﹤0.01% | 1167 |
|
|
2021
Q4 | $1.23M | Buy |
25,608
+111
| +0.4% | +$5.32K | ﹤0.01% | 1139 |
|
|
2021
Q3 | $1M | Buy |
25,497
+485
| +2% | +$19K | ﹤0.01% | 1212 |
|
|
2021
Q2 | $936K | Buy |
25,012
+4,121
| +20% | +$154K | ﹤0.01% | 1229 |
|
|
2021
Q1 | $702K | Sell |
20,891
-511
| -2% | -$17.2K | ﹤0.01% | 1192 |
|
|
2020
Q4 | $670K | Buy |
21,402
+2,652
| +14% | +$83K | ﹤0.01% | 1172 |
|
|
2020
Q3 | $572K | Buy |
18,750
+2,571
| +16% | +$78.4K | ﹤0.01% | 1098 |
|
|
2020
Q2 | $474K | Buy |
16,179
+5,497
| +51% | +$161K | ﹤0.01% | 1128 |
|
|
2020
Q1 | $241K | Buy |
+10,682
| New | +$241K | ﹤0.01% | 1220 |
|
|
2018
Q4 | – | Sell |
-29,741
| Closed | -$818K | – | 1570 |
|
|
2018
Q3 | $818K | Buy |
29,741
+16,463
| +124% | +$453K | ﹤0.01% | 895 |
|
|
2018
Q2 | $362K | Buy |
+13,278
| New | +$362K | ﹤0.01% | 1136 |
|