Beacon Financial Advisory’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 |
-6,378
| Closed | -$279K | – | 282 |
|
|
2023
Q4 | $279K | Buy |
6,378
+74
| +1% | +$3.23K | 0.13% | 195 |
|
|
2023
Q3 | $211K | Buy |
6,304
+59
| +0.9% | +$1.98K | 0.12% | 207 |
|
|
2023
Q2 | $246K | Sell |
6,245
-49
| -0.8% | -$1.93K | 0.14% | 185 |
|
|
2023
Q1 | $251K | Buy |
6,294
+59
| +0.9% | +$2.35K | 0.16% | 171 |
|
|
2022
Q4 | $249K | Buy |
6,235
+63
| +1% | +$2.52K | 0.18% | 158 |
|
|
2022
Q3 | $223K | Buy |
6,172
+56
| +0.9% | +$2.02K | 0.16% | 164 |
|
|
2022
Q2 | $231K | Sell |
6,116
-2
| -0% | -$76 | 0.13% | 194 |
|
|
2022
Q1 | $282K | Buy |
6,118
+46
| +0.8% | +$2.12K | 0.13% | 189 |
|
|
2021
Q4 | $293K | Buy |
6,072
+31
| +0.5% | +$1.5K | 0.14% | 185 |
|
|
2021
Q3 | $278K | Buy |
6,041
+54
| +0.9% | +$2.49K | 0.14% | 178 |
|
|
2021
Q2 | $286K | Buy |
5,987
+55
| +0.9% | +$2.63K | 0.15% | 168 |
|
|
2021
Q1 | $252K | Buy |
5,932
+68
| +1% | +$2.89K | 0.14% | 179 |
|
|
2020
Q4 | $235K | Buy |
+5,864
| New | +$235K | 0.15% | 170 |
|