OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,165
| Closed | -$258K | – | 1465 |
|
|
2024
Q2 | $258K | Buy |
7,165
+37
| +0.5% | +$1.33K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $274K | Buy |
7,128
+52
| +0.7% | +$2K | ﹤0.01% | 941 |
|
|
2023
Q4 | $278K | Buy |
7,076
+190
| +3% | +$7.46K | ﹤0.01% | 941 |
|
|
2023
Q3 | $238K | Buy |
6,886
+60
| +0.9% | +$2.07K | 0.01% | 885 |
|
|
2023
Q2 | $245K | Buy |
6,826
+46
| +0.7% | +$1.65K | 0.01% | 890 |
|
|
2023
Q1 | $229K | Buy |
6,780
+80
| +1% | +$2.71K | 0.01% | 866 |
|
|
2022
Q4 | $216K | Buy |
+6,700
| New | +$216K | 0.01% | 753 |
|
|
2022
Q3 | – | Sell |
-6,505
| Closed | -$201K | – | 795 |
|
|
2022
Q2 | $201K | Buy |
6,505
+88
| +1% | +$2.72K | 0.01% | 658 |
|
|
2022
Q1 | $265K | Buy |
+6,417
| New | +$265K | 0.01% | 628 |
|