CIA
SRC

Cape Investment Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Cape Investment Advisory’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,593
Closed -$154K – 1226
2023
Q3 		$154K Buy
4,593
+570
+14% +$19.1K 0.09% 161
2023
Q2 		$158K Buy
4,023
+252
+7% +$9.92K 0.09% 155
2023
Q1 		$150K Buy
+3,771
New +$150K 0.09% 153