IWM
SRC

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

IHT Wealth Management’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,960
Closed -$479K – 1077
2023
Q4 		$479K Buy
10,960
+1,670
+18% +$64.4K 0.02% 611
2023
Q3 		$311K Buy
9,290
+404
+5% +$15.6K 0.02% 721
2023
Q2 		$350K Sell
8,886
-340
-4% -$13.2K 0.02% 666
2023
Q1 		$368K Buy
9,226
+140
+2% +$5.79K 0.02% 620
2022
Q4 		$363K Buy
+9,086
New +$355K 0.02% 589
2017
Q2 		– Sell
-136
Closed -$6K – 1478
2017
Q1 		$6K Sell
136
-157
-54% -$7.48K ﹤0.01% 940
2016
Q4 		$14K Buy
+293
New +$14.9K 0.01% 738

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return