JP Morgan Private Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $336K | Sell |
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2023
Q2 | $544K | Sell |
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2023
Q1 | $780K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $938K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $910K | Sell |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $964K | Buy |
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|
2020
Q2 | $540K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $103K | Buy |
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|
2015
Q3 | $91K | Buy |
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