Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,235
| Closed | -$109K | – | 1650 |
|
|
2024
Q4 | $109K | Buy |
+3,235
| New | +$109K | 0.01% | 733 |
|
|
2024
Q3 | – | Sell |
-32
| Closed | -$1.14K | – | 1830 |
|
|
2024
Q2 | $1.14K | Buy |
32
+1
| +3% | +$36 | ﹤0.01% | 1456 |
|
|
2024
Q1 | $1.2K | Hold |
31
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q4 | $1.22K | Hold |
31
| – | – | ﹤0.01% | 1309 |
|
|
2023
Q3 | $1.06K | Buy |
+31
| New | +$1.06K | ﹤0.01% | 1288 |
|