IHT 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 |
-10,960
| Closed | -$479K | – | 1077 |
|
|
2023
Q4 | $479K | Buy |
10,960
+1,670
| +18% | +$73K | 0.02% | 611 |
|
|
2023
Q3 | $311K | Buy |
9,290
+404
| +5% | +$13.5K | 0.02% | 721 |
|
|
2023
Q2 | $350K | Sell |
8,886
-340
| -4% | -$13.4K | 0.02% | 666 |
|
|
2023
Q1 | $368K | Buy |
9,226
+140
| +2% | +$5.58K | 0.02% | 620 |
|
|
2022
Q4 | $363K | Buy |
+9,086
| New | +$363K | 0.02% | 589 |
|
|
2017
Q2 | – | Sell |
-136
| Closed | -$6K | – | 1479 |
|
|
2017
Q1 | $6K | Sell |
136
-157
| -54% | -$6.93K | ﹤0.01% | 940 |
|
|
2016
Q4 | $14K | Buy |
+293
| New | +$14K | 0.01% | 738 |
|