EWM
SRC
Evercore Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$81K | – | 422 |
|
|
2018
Q3 | $81K | Buy |
+10,000
| New | +$81K | ﹤0.01% | 417 |
|
|
2015
Q4 | – | Sell |
-29,242
| Closed | -$267K | – | 1077 |
|
|
2015
Q3 | $267K | Hold |
29,242
| – | – | 0.01% | 343 |
|
|
2015
Q2 | $283K | Hold |
29,242
| – | – | 0.01% | 367 |
|
|
2015
Q1 | $353K | Hold |
29,242
| – | – | 0.02% | 326 |
|
|
2014
Q4 | $348K | Hold |
29,242
| – | – | 0.02% | 295 |
|
|
2014
Q3 | $321K | Hold |
29,242
| – | – | 0.02% | 325 |
|
|
2014
Q2 | $332K | Hold |
29,242
| – | – | 0.02% | 322 |
|
|
2014
Q1 | $321K | Hold |
29,242
| – | – | 0.02% | 316 |
|
|
2013
Q4 | $287K | Hold |
29,242
| – | – | 0.02% | 332 |
|
|
2013
Q3 | $268K | Buy |
+29,242
| New | +$268K | 0.02% | 372 |
|