Dimensional Fund Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-714,367
| Closed | -$548K | – | 3442 |
|
|
2019
Q4 | $548K | Sell |
714,367
-3,396
| -0.5% | -$9.53K | ﹤0.01% | 3124 |
|
|
2019
Q3 | $6.06M | Sell |
717,763
-4,246
| -0.6% | -$35.9K | ﹤0.01% | 2539 |
|
|
2019
Q2 | $6.02M | Sell |
722,009
-20,416
| -3% | -$150K | ﹤0.01% | 2583 |
|
|
2019
Q1 | $4.82M | Hold |
742,425
| – | – | ﹤0.01% | 2655 |
|
|
2018
Q4 | $5.29M | Sell |
742,425
-8,277
| -1% | -$83.8K | ﹤0.01% | 2589 |
|
|
2018
Q3 | $8.65M | Sell |
750,702
-2,593
| -0.3% | -$27.6K | ﹤0.01% | 2496 |
|
|
2018
Q2 | $7.76M | Buy |
+753,295
| New | +$7.5M | ﹤0.01% | 2516 |
|
