J.P. Morgan Private Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $336K | Sell |
10,016
-3,790
| -27% | -$127K | ﹤0.01% | 1418 |
|
|
2023
Q2 | $544K | Sell |
13,806
-5,769
| -29% | -$227K | ﹤0.01% | 999 |
|
|
2023
Q1 | $780K | Buy |
19,575
+147
| +0.8% | +$5.86K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $776K | Buy |
19,428
+2,773
| +17% | +$111K | ﹤0.01% | 1273 |
|
|
2022
Q3 | $602K | Sell |
16,655
-8,170
| -33% | -$295K | ﹤0.01% | 1376 |
|
|
2022
Q2 | $938K | Sell |
24,825
-1,201
| -5% | -$45.4K | ﹤0.01% | 1170 |
|
|
2022
Q1 | $1.2M | Buy |
26,026
+3,149
| +14% | +$145K | ﹤0.01% | 1132 |
|
|
2021
Q4 | $1.1M | Buy |
22,877
+3,113
| +16% | +$150K | ﹤0.01% | 1195 |
|
|
2021
Q3 | $910K | Sell |
19,764
-7,465
| -27% | -$344K | ﹤0.01% | 1259 |
|
|
2021
Q2 | $1.3M | Sell |
27,229
-1,533
| -5% | -$73.4K | ﹤0.01% | 1072 |
|
|
2021
Q1 | $1.22M | Buy |
28,762
+776
| +3% | +$33K | ﹤0.01% | 955 |
|
|
2020
Q4 | $1.12M | Sell |
27,986
-569
| -2% | -$22.9K | ﹤0.01% | 960 |
|
|
2020
Q3 | $964K | Buy |
28,555
+13,067
| +84% | +$441K | ﹤0.01% | 898 |
|
|
2020
Q2 | $540K | Buy |
+15,488
| New | +$540K | ﹤0.01% | 1058 |
|
|
2020
Q1 | – | Sell |
-4,712
| Closed | -$232K | – | 1556 |
|
|
2019
Q4 | $232K | Buy |
+4,712
| New | +$232K | ﹤0.01% | 1344 |
|
|
2016
Q1 | – | Sell |
-2,282
| Closed | -$103K | – | 1310 |
|
|
2015
Q4 | $103K | Buy |
2,282
+52
| +2% | +$2.35K | ﹤0.01% | 1074 |
|
|
2015
Q3 | $91K | Buy |
+2,230
| New | +$91K | ﹤0.01% | 1002 |
|