Mount Yale Investment Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $119K | Buy |
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|
2018
Q2 | $101K | Hold |
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|
2018
Q1 | $88K | Buy |
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