IFP Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5246 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5049 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4867 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4624 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4417 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4182 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4035 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3951 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3882 |
|
|
2019
Q1 | $0 | Sell |
157
-560
| -78% | – | ﹤0.01% | 3769 |
|
|
2018
Q4 | $5K | Sell |
717
-1,311
| -65% | -$9.14K | ﹤0.01% | 2851 |
|
|
2018
Q3 | $23K | Hold |
2,028
| – | – | ﹤0.01% | 2371 |
|
|
2018
Q2 | $21K | Buy |
+2,028
| New | +$21K | ﹤0.01% | 2420 |
|
|
2016
Q2 | – | Sell |
-157
| Closed | – | – | 4354 |
|
|
2016
Q1 | $0 | Buy |
+157
| New | – | ﹤0.01% | 3803 |
|