LPL Financial’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-132,959
| Closed | -$1.12M | – | 3447 |
|
|
2019
Q3 | $1.12M | Buy |
132,959
+109,724
| +472% | +$926K | ﹤0.01% | 1640 |
|
|
2019
Q2 | $194K | Buy |
23,235
+6,822
| +42% | +$57K | ﹤0.01% | 3019 |
|
|
2019
Q1 | $107K | Buy |
16,413
+1,219
| +8% | +$7.95K | ﹤0.01% | 3048 |
|
|
2018
Q4 | $108K | Sell |
15,194
-173
| -1% | -$1.23K | ﹤0.01% | 2928 |
|
|
2018
Q3 | $177K | Buy |
+15,367
| New | +$177K | ﹤0.01% | 3017 |
|