WWM
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Whalen Wealth Management’s STAG Industrial STAG Stock Holding History

Whalen Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
6,823
-5,362
-44% -$195K 0.16% 179
2025
Q1 		$440K Buy
+12,185
New +$440K 0.29% 69