Shelton Capital Management’s STAG Industrial STAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Hold	6,229	–	–	﹤0.01%	627
2025 Q4	$229K	Sell	6,229 -512	-8%	-$19.4K	﹤0.01%	603
2025 Q3	$238K	Hold	6,741	–	–	0.01%	599
2025 Q2	$245K	Hold	6,741	–	–	0.01%	578
2025 Q1	$243K	Sell	6,741 -406	-6%	-$14.2K	0.01%	570
2024 Q4	$242K	Hold	7,147	–	–	0.01%	601
2024 Q3	$279K	Sell	7,147 -251	-3%	-$9.84K	0.01%	536
2024 Q2	$267K	Sell	7,398 -388	-5%	-$13.8K	0.01%	542
2024 Q1	$299K	Hold	7,786	–	–	0.01%	532
2023 Q4	$306K	Sell	7,786 -517	-6%	-$18.4K	0.01%	493
2023 Q3	$287K	Sell	8,303 -697	-8%	-$25.3K	0.01%	493
2023 Q2	$323K	Buy	+9,000	New	+$311K	0.01%	458