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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IHT Wealth Management's SRC Position: Q1 2024 in Review

IHT Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 10,960 shares — an estimated $479K sold.

IHT Wealth Management first reported a position in SRC in Q4 2016 and held it in 7 quarters. The position peaked at $479K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

IHT Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
IHT Wealth Management sold 10,960 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $479K.
IHT Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $479K in Q4 2023.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.