Bell Investment Advisors’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 |
-303
| Closed | -$13.2K | – | 1962 |
|
|
2023
Q4 | $13.2K | Buy |
303
+4
| +1% | +$175 | ﹤0.01% | 463 |
|
|
2023
Q3 | $10K | Buy |
299
+41
| +16% | +$1.38K | ﹤0.01% | 505 |
|
|
2023
Q2 | $10.2K | Buy |
258
+17
| +7% | +$670 | ﹤0.01% | 508 |
|
|
2023
Q1 | $9.6K | Sell |
241
-13
| -5% | -$518 | ﹤0.01% | 495 |
|
|
2022
Q4 | $10.1K | Sell |
254
-67
| -21% | -$2.68K | ﹤0.01% | 483 |
|
|
2022
Q3 | $12K | Buy |
321
+25
| +8% | +$935 | ﹤0.01% | 377 |
|
|
2022
Q2 | $11K | Buy |
+296
| New | +$11K | ﹤0.01% | 415 |
|
|
2021
Q4 | $11K | Buy |
220
+26
| +13% | +$1.3K | ﹤0.01% | 477 |
|
|
2021
Q3 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 500 |
|