DWM
SRC
Dakota Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,500
| Closed | -$114K | – | 63 |
|
|
2016
Q4 | $114K | Sell |
10,500
-1,500
| -13% | -$16.3K | 0.07% | 52 |
|
|
2016
Q3 | $160K | Hold |
12,000
| – | – | 0.1% | 52 |
|
|
2016
Q2 | $153K | Sell |
12,000
-3,500
| -23% | -$44.6K | 0.1% | 51 |
|
|
2016
Q1 | $174K | Hold |
15,500
| – | – | 0.12% | 50 |
|
|
2015
Q4 | $155K | Hold |
15,500
| – | – | 0.11% | 52 |
|
|
2015
Q3 | $142K | Hold |
15,500
| – | – | 0.1% | 49 |
|
|
2015
Q2 | $150K | Hold |
15,500
| – | – | 0.09% | 58 |
|
|
2015
Q1 | $187K | Hold |
15,500
| – | – | 0.11% | 59 |
|
|
2014
Q4 | $186K | Buy |
+15,500
| New | +$186K | 0.12% | 58 |
|