IFP Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5305 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5084 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4913 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4658 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4453 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4218 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4088 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3961 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3906 |
|
|
2019
Q1 | $0 | Sell |
157
-560
| -78% | -$4.2K | ﹤0.01% | 3819 |
|
|
2018
Q4 | $5K | Sell |
717
-1,311
| -65% | -$13.3K | ﹤0.01% | 2896 |
|
|
2018
Q3 | $23K | Hold |
2,028
| – | – | ﹤0.01% | 2396 |
|
|
2018
Q2 | $21K | Buy |
+2,028
| New | +$20.2K | ﹤0.01% | 2453 |
|