ERTS Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,479
| Closed | -$216K | – | 92 |
|
|
2023
Q2 | $216K | Buy |
5,479
+181
| +3% | +$7.13K | 0.05% | 85 |
|
|
2023
Q1 | $211K | Sell |
5,298
-81
| -2% | -$3.23K | 0.05% | 88 |
|
|
2022
Q4 | $215K | Sell |
5,379
-787
| -13% | -$31.4K | 0.06% | 88 |
|
|
2022
Q3 | $223K | Buy |
6,166
+111
| +2% | +$4.01K | 0.06% | 80 |
|
|
2022
Q2 | $229K | Buy |
+6,055
| New | +$229K | 0.07% | 82 |
|