Alliance Wealth Advisors (Pennsylvania)’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,993
| Closed | -$234K | – | 134 |
|
|
2023
Q3 | $234K | Hold |
6,993
| – | – | 0.17% | 114 |
|
|
2023
Q2 | $275K | Sell |
6,993
-267
| -4% | -$10.5K | 0.2% | 101 |
|
|
2023
Q1 | $289K | Sell |
7,260
-183
| -2% | -$7.29K | 0.22% | 93 |
|
|
2022
Q4 | $297K | Sell |
7,443
-112
| -1% | -$4.47K | 0.25% | 85 |
|
|
2022
Q3 | $273K | Sell |
7,555
-194
| -3% | -$7.01K | 0.25% | 81 |
|
|
2022
Q2 | $293K | Hold |
7,749
| – | – | 0.25% | 84 |
|
|
2022
Q1 | $357K | Buy |
7,749
+1,277
| +20% | +$58.8K | 0.3% | 77 |
|
|
2021
Q4 | $312K | Hold |
6,472
| – | – | 0.25% | 86 |
|
|
2021
Q3 | $298K | Buy |
6,472
+287
| +5% | +$13.2K | 0.26% | 81 |
|
|
2021
Q2 | $296K | Buy |
+6,185
| New | +$296K | 0.27% | 82 |
|