U.S. Capital Wealth Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,341
| Closed | -$553K | – | 693 |
|
|
2023
Q1 | $553K | Sell |
16,341
-11,842
| -42% | -$400K | 0.03% | 410 |
|
|
2022
Q4 | $911K | Sell |
28,183
-19,525
| -41% | -$631K | 0.04% | 343 |
|
|
2022
Q3 | $1.36M | Sell |
47,708
-875
| -2% | -$24.9K | 0.07% | 274 |
|
|
2022
Q2 | $1.5M | Buy |
48,583
+20,325
| +72% | +$628K | 0.07% | 272 |
|
|
2022
Q1 | $1.17M | Buy |
28,258
+75
| +0.3% | +$3.1K | 0.04% | 367 |
|
|
2021
Q4 | $1.35M | Hold |
28,183
| – | – | 0.05% | 338 |
|
|
2021
Q3 | $1.11M | Buy |
+28,183
| New | +$1.11M | 0.05% | 367 |
|