CAPTRUST Financial 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 |
-6,064
| Closed | -$265K | – | 2737 |
|
|
2023
Q4 | $265K | Sell |
6,064
-2,259
| -27% | -$98.7K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $279K | Buy |
8,323
+420
| +5% | +$14.1K | ﹤0.01% | 2036 |
|
|
2023
Q2 | $311K | Sell |
7,903
-122
| -2% | -$4.8K | ﹤0.01% | 1944 |
|
|
2023
Q1 | $320K | Buy |
8,025
+557
| +7% | +$22.2K | ﹤0.01% | 1705 |
|
|
2022
Q4 | $298K | Buy |
+7,468
| New | +$298K | ﹤0.01% | 1664 |
|