Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-68,190
| Closed | -$2.98M | – | 237 |
|
|
2023
Q4 | $2.98M | Buy |
68,190
+18,700
| +38% | +$817K | 0.33% | 66 |
|
|
2023
Q3 | $1.66M | Buy |
49,490
+13,550
| +38% | +$454K | 0.21% | 89 |
|
|
2023
Q2 | $1.42M | Buy |
35,940
+9,050
| +34% | +$356K | 0.11% | 141 |
|
|
2023
Q1 | $1.07M | Buy |
26,890
+16,140
| +150% | +$643K | 0.09% | 169 |
|
|
2022
Q4 | $429K | Buy |
10,750
+1,600
| +17% | +$63.9K | 0.04% | 211 |
|
|
2022
Q3 | $331K | Sell |
9,150
-450
| -5% | -$16.3K | 0.03% | 226 |
|
|
2022
Q2 | $363K | Buy |
9,600
+250
| +3% | +$9.45K | 0.03% | 221 |
|
|
2022
Q1 | $430K | Buy |
9,350
+2,250
| +32% | +$103K | 0.04% | 206 |
|
|
2021
Q4 | $342K | Buy |
+7,100
| New | +$342K | 0.03% | 219 |
|