YorkBridge Wealth Partners’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-361
| Closed | -$11K | – | 576 |
|
|
2019
Q2 | $11K | Sell |
361
-152
| -30% | -$4.63K | ﹤0.01% | 541 |
|
|
2019
Q1 | $15K | Sell |
513
-167
| -25% | -$4.88K | 0.01% | 507 |
|
|
2018
Q4 | $17K | Sell |
680
-283
| -29% | -$7.08K | 0.01% | 497 |
|
|
2018
Q3 | $26K | Buy |
963
+9
| +0.9% | +$243 | 0.01% | 464 |
|
|
2018
Q2 | $26K | Buy |
954
+30
| +3% | +$818 | 0.01% | 467 |
|
|
2018
Q1 | $22K | Buy |
924
+321
| +53% | +$7.64K | 0.01% | 501 |
|
|
2017
Q4 | $14K | Sell |
603
-16
| -3% | -$371 | 0.01% | 600 |
|
|
2017
Q3 | $17K | Buy |
+619
| New | +$17K | 0.01% | 566 |
|