Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-262
| Closed | -$12K | – | 712 |
|
|
2015
Q4 | $12K | Hold |
262
| – | – | 0.01% | 381 |
|
|
2015
Q3 | $11K | Hold |
262
| – | – | 0.01% | 386 |
|
|
2015
Q2 | $11K | Hold |
262
| – | – | 0.01% | 398 |
|
|
2015
Q1 | $14K | Sell |
262
-223
| -46% | -$11.9K | 0.01% | 371 |
|
|
2014
Q4 | $26K | Hold |
485
| – | – | 0.02% | 268 |
|
|
2014
Q3 | $24K | Hold |
485
| – | – | 0.02% | 287 |
|
|
2014
Q2 | $25K | Hold |
485
| – | – | 0.02% | 275 |
|
|
2014
Q1 | $24K | Hold |
485
| – | – | 0.02% | 257 |
|
|
2013
Q4 | $21K | Sell |
485
-892
| -65% | -$38.6K | 0.02% | 285 |
|
|
2013
Q3 | $57K | Buy |
+1,377
| New | +$57K | 0.05% | 153 |
|