Foundations Investment Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,959
| Closed | -$267K | – | 738 |
|
|
2023
Q3 | $267K | Sell |
7,959
-4,543
| -36% | -$152K | 0.01% | 537 |
|
|
2023
Q2 | $492K | Sell |
12,502
-3,405
| -21% | -$134K | 0.02% | 366 |
|
|
2023
Q1 | $634K | Buy |
15,907
+2,397
| +18% | +$95.5K | 0.02% | 291 |
|
|
2022
Q4 | $539K | Buy |
13,510
+5,773
| +75% | +$231K | 0.02% | 266 |
|
|
2022
Q3 | $280K | Buy |
7,737
+319
| +4% | +$11.5K | 0.01% | 332 |
|
|
2022
Q2 | $293K | Buy |
7,418
+2,109
| +40% | +$83.3K | 0.01% | 304 |
|
|
2022
Q1 | $244K | Buy |
5,309
+938
| +21% | +$43.1K | 0.01% | 313 |
|
|
2021
Q4 | $215K | Buy |
+4,371
| New | +$215K | 0.01% | 324 |
|