Willingdon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-44,391
| Closed | -$808K | – | 93 |
|
|
2015
Q3 | $808K | Buy |
44,391
+1,611
| +4% | +$29.3K | 0.96% | 48 |
|
|
2015
Q2 | $854K | Sell |
42,780
-398
| -0.9% | -$7.95K | 0.82% | 57 |
|
|
2015
Q1 | $1.02M | Sell |
43,178
-7,175
| -14% | -$169K | 0.84% | 52 |
|
|
2014
Q4 | $1.23M | Sell |
50,353
-847
| -2% | -$20.8K | 0.78% | 53 |
|
|
2014
Q3 | $1.06M | Buy |
51,200
+4,490
| +10% | +$93K | 0.7% | 60 |
|
|
2014
Q2 | $1.12M | Buy |
46,710
+2,548
| +6% | +$61.2K | 0.78% | 55 |
|
|
2014
Q1 | $1.06M | Buy |
+44,162
| New | +$1.06M | 0.75% | 54 |
|