DWM
SRC

Dakota Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Dakota Wealth Management’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
2016
Q4 		$114K Sell
2016
Q3 		$160K Hold
2016
Q2 		$153K Sell
2016
Q1 		$174K Hold
2015
Q4 		$155K Hold
2015
Q3 		$142K Hold
2015
Q2 		$150K Hold
2015
Q1 		$187K Hold
2014
Q4 		$186K Buy