HWM
SRC
Hohimer Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,072
| Closed | -$1.1M | – | 246 |
|
|
2023
Q4 | $1.1M | Buy |
25,072
+3,268
| +15% | +$143K | 0.28% | 104 |
|
|
2023
Q3 | $731K | Hold |
21,804
| – | – | 0.21% | 125 |
|
|
2023
Q2 | $859K | Buy |
21,804
+2,086
| +11% | +$82.1K | 0.24% | 115 |
|
|
2023
Q1 | $786K | Buy |
19,718
+4,530
| +30% | +$180K | 0.23% | 119 |
|
|
2022
Q4 | $606K | Buy |
+15,188
| New | +$606K | 0.19% | 105 |
|