Kingswood Wealth Advisors’s STAG Industrial STAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,198
Closed -$223K 745
2024
Q2
$223K Buy
6,198
+719
+13% +$25.9K 0.02% 609
2024
Q1
$211K Buy
5,479
+227
+4% +$8.73K 0.02% 569
2023
Q4
$206K Buy
+5,252
New +$206K 0.02% 574