Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$131 | – | 1973 |
|
|
2023
Q4 | $131 | Hold |
3
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q3 | $101 | Hold |
3
| – | – | ﹤0.01% | 1966 |
|
|
2023
Q2 | $118 | Hold |
3
| – | – | ﹤0.01% | 1880 |
|
|
2023
Q1 | $120 | Hold |
3
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q4 | $120 | Hold |
3
| – | – | ﹤0.01% | 1868 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q2 | $0 | Sell |
3
-23
| -88% | -$968 | ﹤0.01% | 2095 |
|
|
2022
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1584 |
|
|
2021
Q4 | $1K | Buy |
26
+23
| +767% | +$1.09K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1873 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1713 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1686 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1540 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q1 | $0 | Sell |
3
-2
| -40% | -$91 | ﹤0.01% | 1662 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q3 | $0 | Sell |
5
-6
| -55% | -$275 | ﹤0.01% | 1448 |
|
|
2019
Q2 | $0 | Buy |
11
+6
| +120% | +$253 | ﹤0.01% | 1438 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q4 | $0 | Sell |
5
-1
| -17% | -$39 | ﹤0.01% | 1022 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 989 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 983 |
|
|
2018
Q1 | $0 | Sell |
6
-1
| -14% | -$36 | ﹤0.01% | 955 |
|
|
2017
Q4 | $0 | Buy |
+7
| New | +$266 | ﹤0.01% | 820 |
|