Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-400
| Closed | -$15K | – | 955 |
|
|
2022
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 542 |
|
|
2021
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 472 |
|
|
2021
Q1 | $17K | Hold |
400
| – | – | ﹤0.01% | 460 |
|
|
2020
Q4 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 453 |
|