EverSource Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,178
| Closed | -$95.2K | – | 3040 |
|
|
2023
Q4 | $95.2K | Buy |
2,178
+1,214
| +126% | +$53K | 0.01% | 656 |
|
|
2023
Q3 | $32.3K | Sell |
964
-117
| -11% | -$3.92K | ﹤0.01% | 962 |
|
|
2023
Q2 | $42.6K | Buy |
1,081
+165
| +18% | +$6.5K | ﹤0.01% | 898 |
|
|
2023
Q1 | $36.5K | Buy |
916
+62
| +7% | +$2.47K | ﹤0.01% | 895 |
|
|
2022
Q4 | $34.1K | Buy |
+854
| New | +$34.1K | 0.01% | 904 |
|
|
2022
Q3 | – | Sell |
-1,823
| Closed | -$69K | – | 2179 |
|
|
2022
Q2 | $69K | Buy |
+1,823
| New | +$69K | 0.02% | 507 |
|