TWA
TCI Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-324
| Closed | -$11K | – | 1985 |
|
|
2023
Q1 | $11K | Buy |
324
+220
| +212% | +$7.44K | ﹤0.01% | 1033 |
|
|
2022
Q4 | $3.36K | Sell |
104
-485
| -82% | -$15.7K | ﹤0.01% | 1799 |
|
|
2022
Q3 | $17K | Buy |
589
+426
| +261% | +$12.3K | ﹤0.01% | 740 |
|
|
2022
Q2 | $5K | Sell |
163
-81
| -33% | -$2.49K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $10K | Buy |
244
+35
| +17% | +$1.43K | ﹤0.01% | 1120 |
|
|
2021
Q4 | $10K | Buy |
209
+21
| +11% | +$1.01K | ﹤0.01% | 1197 |
|
|
2021
Q3 | $7K | Buy |
188
+56
| +42% | +$2.09K | ﹤0.01% | 1369 |
|
|
2021
Q2 | $5K | Buy |
132
+25
| +23% | +$947 | ﹤0.01% | 1470 |
|
|
2021
Q1 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 1402 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$16K | – | 1735 |
|
|
2019
Q4 | $16K | Hold |
500
| – | – | 0.01% | 605 |
|
|
2019
Q3 | $15K | Hold |
500
| – | – | 0.01% | 547 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | 0.01% | 529 |
|
|
2019
Q1 | $15K | Hold |
500
| – | – | 0.01% | 548 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | 0.01% | 580 |
|
|
2018
Q3 | $14K | Hold |
500
| – | – | 0.01% | 569 |
|
|
2018
Q2 | $14K | Hold |
500
| – | – | 0.01% | 580 |
|
|
2018
Q1 | $12K | Hold |
500
| – | – | 0.01% | 589 |
|
|
2017
Q4 | $14K | Hold |
500
| – | – | 0.01% | 571 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | 0.01% | 533 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | 0.01% | 534 |
|
|
2017
Q1 | $13K | Buy |
+500
| New | +$13K | 0.01% | 529 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$9K | – | 1405 |
|
|
2015
Q4 | $9K | Hold |
500
| – | – | 0.01% | 615 |
|
|
2015
Q3 | $9K | Hold |
500
| – | – | 0.01% | 541 |
|
|
2015
Q2 | $10K | Buy |
+500
| New | +$10K | 0.01% | 526 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$41K | – | 912 |
|
|
2013
Q4 | $41K | Buy |
+2,000
| New | +$41K | 0.03% | 263 |
|