AAS
SRC

Avantax Advisory Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Avantax Advisory Services’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,444
Closed -$631K – 1738
2023
Q4 		$631K Buy
14,444
+5,448
+61% +$238K 0.01% 889
2023
Q3 		$302K Buy
8,996
+3,895
+76% +$131K ﹤0.01% 1199
2023
Q2 		$201K Sell
5,101
-165
-3% -$6.5K ﹤0.01% 1404
2023
Q1 		$210K Buy
+5,266
New +$210K ﹤0.01% 1350