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Whipplewood Advisors’s STAG Industrial STAG Stock Holding History

Whipplewood Advisors’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 		$1.02K Buy
28
+8
+40% +$290 ﹤0.01% 1018
2025
Q1 		$1.01K Sell
20
-8
-29% -$404 ﹤0.01% 1024
2024
Q4 		$947 Buy
+28
New +$947 ﹤0.01% 1031