Cypress Wealth Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,009
| Closed | -$269K | – | 255 |
|
|
2023
Q3 | $269K | Hold |
8,009
| – | – | 0.07% | 195 |
|
|
2023
Q2 | $328K | Buy |
8,009
+1,619
| +25% | +$66.3K | 0.09% | 177 |
|
|
2023
Q1 | $255K | Sell |
6,390
-1,157
| -15% | -$46.1K | 0.07% | 199 |
|
|
2022
Q4 | $301K | Sell |
7,547
-195
| -3% | -$7.79K | 0.1% | 179 |
|
|
2022
Q3 | $274K | Buy |
7,742
+172
| +2% | +$6.09K | 0.09% | 178 |
|
|
2022
Q2 | $286K | Buy |
7,570
+1,782
| +31% | +$67.3K | 0.09% | 179 |
|
|
2022
Q1 | $266K | Buy |
5,788
+1,208
| +26% | +$55.5K | 0.07% | 192 |
|
|
2021
Q4 | $221K | Buy |
4,580
+224
| +5% | +$10.8K | 0.06% | 213 |
|
|
2021
Q3 | $201K | Sell |
4,356
-257
| -6% | -$11.9K | 0.06% | 217 |
|
|
2021
Q2 | $221K | Buy |
+4,613
| New | +$221K | 0.06% | 241 |
|