Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7K | Sell |
171
-1
| -0.6% | -$41 | ﹤0.01% | 1346 |
|
|
2021
Q2 | $8K | Buy |
172
+3
| +2% | +$140 | ﹤0.01% | 1221 |
|
|
2021
Q1 | $7K | Hold |
169
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q4 | $6K | Sell |
169
-13
| -7% | -$462 | ﹤0.01% | 1109 |
|
|
2020
Q3 | $6K | Sell |
182
-36
| -17% | -$1.19K | ﹤0.01% | 1002 |
|
|
2020
Q2 | $7K | Buy |
218
+162
| +289% | +$5.2K | ﹤0.01% | 912 |
|
|
2020
Q1 | $1K | Sell |
56
-64
| -53% | -$1.14K | ﹤0.01% | 1410 |
|
|
2019
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 972 |
|
|
2019
Q2 | $5K | Buy |
120
+20
| +20% | +$833 | ﹤0.01% | 987 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 833 |
|