Laird Norton Wetherby Wealth Management’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,588
| Closed | -$336K | – | 943 |
|
|
2024
Q3 | $336K | Sell |
8,588
-23
| -0.3% | -$899 | 0.02% | 691 |
|
|
2024
Q2 | $311K | Sell |
8,611
-6
| -0.1% | -$216 | 0.01% | 695 |
|
|
2024
Q1 | $331K | Sell |
8,617
-17
| -0.2% | -$653 | 0.02% | 707 |
|
|
2023
Q4 | $339K | Buy |
8,634
+12
| +0.1% | +$471 | 0.02% | 675 |
|
|
2023
Q3 | $298K | Buy |
8,622
+11
| +0.1% | +$380 | 0.02% | 687 |
|
|
2023
Q2 | $309K | Buy |
8,611
+78
| +0.9% | +$2.8K | 0.02% | 701 |
|
|
2023
Q1 | $289K | Sell |
8,533
-153
| -2% | -$5.17K | 0.02% | 721 |
|
|
2022
Q4 | $281K | Sell |
8,686
-152
| -2% | -$4.91K | 0.02% | 708 |
|
|
2022
Q3 | $251K | Buy |
8,838
+391
| +5% | +$11.1K | 0.02% | 719 |
|
|
2022
Q2 | $261K | Buy |
8,447
+31
| +0.4% | +$958 | 0.02% | 728 |
|
|
2022
Q1 | $348K | Sell |
8,416
-61
| -0.7% | -$2.52K | 0.02% | 661 |
|
|
2021
Q4 | $406K | Sell |
8,477
-123
| -1% | -$5.89K | 0.02% | 594 |
|
|
2021
Q3 | $338K | Buy |
8,600
+2,604
| +43% | +$102K | 0.02% | 641 |
|
|
2021
Q2 | $224K | Buy |
+5,996
| New | +$224K | 0.01% | 812 |
|