Beacon Pointe Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,551
| Closed | -$374K | – | 1382 |
|
|
2023
Q4 | $374K | Sell |
8,551
-143
| -2% | -$6.25K | ﹤0.01% | 980 |
|
|
2023
Q3 | $291K | Buy |
8,694
+1,843
| +27% | +$61.8K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $270K | Sell |
6,851
-738
| -10% | -$29.1K | ﹤0.01% | 902 |
|
|
2023
Q1 | $302K | Buy |
7,589
+964
| +15% | +$38.4K | 0.01% | 928 |
|
|
2022
Q4 | $265K | Buy |
+6,625
| New | +$265K | 0.01% | 907 |
|
|
2022
Q3 | – | Sell |
-5,330
| Closed | -$200K | – | 1078 |
|
|
2022
Q2 | $200K | Buy |
+5,330
| New | +$200K | ﹤0.01% | 971 |
|