Pinnacle Wealth Planning Services’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,104
| Closed | -$255K | – | 479 |
|
|
2023
Q2 | $255K | Sell |
7,104
-164
| -2% | -$5.88K | 0.04% | 301 |
|
|
2023
Q1 | $246K | Hold |
7,268
| – | – | 0.04% | 317 |
|
|
2022
Q4 | $235K | Buy |
+7,268
| New | +$235K | 0.04% | 320 |
|
|
2021
Q1 | – | Sell |
-1,128
| Closed | -$35K | – | 1721 |
|
|
2020
Q4 | $35K | Buy |
+1,128
| New | +$35K | 0.01% | 947 |
|