OWA
Outlook Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
7,423
+1
| +0% | +$36 | 0.07% | 236 |
|
|
2025
Q1 | $268K | Sell |
7,422
-59
| -0.8% | -$2.13K | 0.07% | 233 |
|
|
2024
Q4 | $253K | Sell |
7,481
-12
| -0.2% | -$406 | 0.07% | 229 |
|
|
2024
Q3 | $293K | Sell |
7,493
-170
| -2% | -$6.65K | 0.08% | 219 |
|
|
2024
Q2 | $276K | Sell |
7,663
-89
| -1% | -$3.21K | 0.09% | 229 |
|
|
2024
Q1 | $298K | Sell |
7,752
-667
| -8% | -$25.6K | 0.09% | 211 |
|
|
2023
Q4 | $331K | Sell |
8,419
-1,920
| -19% | -$75.4K | 0.12% | 159 |
|
|
2023
Q3 | $357K | Buy |
10,339
+252
| +2% | +$8.7K | 0.14% | 149 |
|
|
2023
Q2 | $362K | Buy |
+10,087
| New | +$362K | 0.14% | 148 |
|