Frontier Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,963
Closed -$200K 411
2018
Q3
$200K Hold
4,963
0.02% 363
2018
Q2
$199K Sell
4,963
-571
-10% -$21.7K 0.03% 359
2018
Q1
$193K Hold
5,534
0.03% 364
2017
Q4
$213K Sell
5,534
-1,343
-20% -$51K 0.03% 323
2017
Q3
$264K Hold
6,877
0.04% 317
2017
Q2
$229K Hold
6,877
0.04% 342
2017
Q1
$312K Hold
6,877
0.05% 297
2016
Q4
$335K Hold
6,877
0.05% 267
2016
Q3
$411K Sell
6,877
-1,450
-17% -$86.3K 0.06% 232
2016
Q2
$477K Hold
8,327
0.08% 211
2016
Q1
$420K Hold
8,327
0.04% 213
2015
Q4
$374K Hold
8,327
0.06% 227
2015
Q3
$341K Sell
8,327
-457
-5% -$20.2K 0.05% 239
2015
Q2
$381K Hold
8,784
0.06% 231
2015
Q1
$476K Buy
8,784
+5,598
+176% +$310K 0.08% 174
2014
Q4
$170K Buy
+3,186
New +$166K 0.03% 247

Other funds holding SRC