WFG Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $225K | Buy |
8,160
+8,080
| +10,100% | +$223K | 0.05% | 345 |
|
|
2017
Q1 | $2K | Sell |
80
-120
| -60% | -$3K | ﹤0.01% | 1347 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1272 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1248 |
|
|
2015
Q2 | – | Sell |
-37
| Closed | -$1K | – | 1788 |
|
|
2015
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1648 |
|
|
2014
Q4 | $1K | Buy |
37
+1
| +3% | +$27 | ﹤0.01% | 1971 |
|
|
2014
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1984 |
|