Janiczek Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-393
| Closed | -$17.2K | – | 1174 |
|
|
2023
Q4 | $17.2K | Buy |
393
+210
| +115% | +$9.18K | ﹤0.01% | 570 |
|
|
2023
Q3 | $6.14K | Hold |
183
| – | – | ﹤0.01% | 704 |
|
|
2023
Q2 | $7.21K | Hold |
183
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $6.93K | Sell |
183
-43
| -19% | -$1.63K | ﹤0.01% | 628 |
|
|
2022
Q4 | $9.6K | Sell |
226
-8
| -3% | -$340 | ﹤0.01% | 568 |
|
|
2022
Q3 | $8K | Sell |
234
-88
| -27% | -$3.01K | ﹤0.01% | 593 |
|
|
2022
Q2 | $14K | Sell |
322
-151
| -32% | -$6.57K | ﹤0.01% | 527 |
|
|
2022
Q1 | $22K | Hold |
473
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $23K | Hold |
473
| – | – | 0.01% | 456 |
|
|
2021
Q3 | $22K | Hold |
473
| – | – | 0.01% | 445 |
|
|
2021
Q2 | $23K | Hold |
473
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $20K | Buy |
473
+65
| +16% | +$2.75K | 0.01% | 407 |
|
|
2020
Q4 | $16K | Buy |
408
+263
| +181% | +$10.3K | 0.01% | 384 |
|
|
2020
Q3 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 358 |
|