Mosaic Family Wealth’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-400
| Closed | -$12K | – | 546 |
|
2019
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 481 |
|
2018
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 489 |
|
2018
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 501 |
|
2018
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 522 |
|
2018
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 525 |
|
2017
Q4 | $11K | Sell |
400
-195
| -33% | -$5.36K | ﹤0.01% | 520 |
|
2017
Q3 | $16K | Buy |
+595
| New | +$16K | 0.01% | 499 |
|