AWM
SRC
Avior Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-167
| Closed | -$6.65K | – | 1702 |
|
|
2023
Q1 | $6.65K | Buy |
+167
| New | +$6.65K | ﹤0.01% | 1127 |
|
|
2018
Q4 | – | Sell |
-122
| Closed | -$1K | – | 771 |
|
|
2018
Q3 | $1K | Hold |
122
| – | – | ﹤0.01% | 719 |
|
|
2018
Q2 | $1K | Hold |
122
| – | – | ﹤0.01% | 758 |
|
|
2018
Q1 | $1K | Sell |
122
-127
| -51% | -$1.04K | ﹤0.01% | 769 |
|
|
2017
Q4 | $2K | Buy |
249
+122
| +96% | +$980 | ﹤0.01% | 704 |
|
|
2017
Q3 | $1K | Buy |
+127
| New | +$1K | ﹤0.01% | 488 |
|