LIA
SRC
LS Investment Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,150
| Closed | -$247K | – | 901 |
|
|
2020
Q4 | $247K | Buy |
+6,150
| New | +$247K | 0.01% | 726 |
|
|
2020
Q3 | – | Sell |
-5,175
| Closed | -$180K | – | 1526 |
|
|
2020
Q2 | $180K | Buy |
5,175
+343
| +7% | +$11.9K | 0.01% | 777 |
|
|
2020
Q1 | $126K | Hold |
4,832
| – | – | 0.01% | 816 |
|
|
2019
Q4 | $238K | Buy |
4,832
+385
| +9% | +$19K | 0.01% | 733 |
|
|
2019
Q3 | $213K | Buy |
+4,447
| New | +$213K | 0.01% | 754 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | – | – | 1889 |
|
|
2017
Q4 | $0 | Buy |
+39
| New | – | ﹤0.01% | 1893 |
|