Total Clarity Wealth Management’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,685
| Closed | -$114K | – | 886 |
|
2022
Q2 | $114K | Buy |
+3,685
| New | +$114K | 0.06% | 300 |
|
2022
Q1 | – | Sell |
-5,633
| Closed | -$270K | – | 828 |
|
2021
Q4 | $270K | Buy |
5,633
+2,894
| +106% | +$139K | 0.12% | 174 |
|
2021
Q3 | $108K | Buy |
+2,739
| New | +$108K | 0.05% | 295 |
|
2021
Q2 | – | Sell |
-425
| Closed | -$14K | – | 674 |
|
2021
Q1 | $14K | Buy |
+425
| New | +$14K | 0.01% | 510 |
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 551 |
|
2019
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 567 |
|