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Sargent Investment Group’s STAG Industrial STAG Stock Holding History

Sargent Investment Group’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,422
Closed -$208K – 225
2024
Q1 		$208K Sell
5,422
-285
-5% -$11K 0.05% 187
2023
Q4 		$224K Buy
+5,707
New +$224K 0.05% 189