Mount Yale Investment Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
9,375
+154
| +2% | +$5.59K | 0.03% | 423 |
|
|
2025
Q1 | $333K | Sell |
9,221
-41
| -0.4% | -$1.48K | 0.03% | 410 |
|
|
2024
Q4 | $313K | Buy |
9,262
+1,369
| +17% | +$46.3K | 0.03% | 432 |
|
|
2024
Q3 | $309K | Sell |
7,893
-44
| -0.6% | -$1.72K | 0.03% | 426 |
|
|
2024
Q2 | $286K | Sell |
7,937
-84
| -1% | -$3.03K | 0.02% | 444 |
|
|
2024
Q1 | $308K | Sell |
8,021
-164
| -2% | -$6.3K | 0.02% | 442 |
|
|
2023
Q4 | $321K | Sell |
8,185
-61
| -0.7% | -$2.4K | 0.03% | 400 |
|
|
2023
Q3 | $285K | Sell |
8,246
-191
| -2% | -$6.59K | 0.03% | 400 |
|
|
2023
Q2 | $303K | Sell |
8,437
-122
| -1% | -$4.38K | 0.03% | 387 |
|
|
2023
Q1 | $289K | Buy |
8,559
+1,179
| +16% | +$39.9K | 0.03% | 386 |
|
|
2022
Q4 | $238K | Sell |
7,380
-472
| -6% | -$15.3K | 0.03% | 403 |
|
|
2022
Q3 | $223K | Sell |
7,852
-100
| -1% | -$2.84K | 0.03% | 399 |
|
|
2022
Q2 | $246K | Buy |
7,952
+759
| +11% | +$23.5K | 0.03% | 405 |
|
|
2022
Q1 | $297K | Sell |
7,193
-58
| -0.8% | -$2.4K | 0.03% | 368 |
|
|
2021
Q4 | $348K | Sell |
7,251
-116
| -2% | -$5.57K | 0.04% | 334 |
|
|
2021
Q3 | $289K | Buy |
7,367
+1,780
| +32% | +$69.8K | 0.03% | 357 |
|
|
2021
Q2 | $209K | Buy |
+5,587
| New | +$209K | 0.03% | 403 |
|
|
2018
Q4 | – | Sell |
-4,505
| Closed | -$119K | – | 708 |
|
|
2018
Q3 | $119K | Buy |
4,505
+810
| +22% | +$21.4K | 0.02% | 387 |
|
|
2018
Q2 | $101K | Hold |
3,695
| – | – | 0.02% | 455 |
|
|
2018
Q1 | $88K | Buy |
+3,695
| New | +$88K | 0.02% | 492 |
|