Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,425
| Closed | -$249K | – | 403 |
|
|
2023
Q3 | $249K | Buy |
7,425
+37
| +0.5% | +$1.24K | 0.03% | 281 |
|
|
2023
Q2 | $291K | Buy |
7,388
+155
| +2% | +$6.1K | 0.03% | 252 |
|
|
2023
Q1 | $288K | Buy |
7,233
+763
| +12% | +$30.4K | 0.04% | 249 |
|
|
2022
Q4 | $258K | Buy |
6,470
+201
| +3% | +$8.03K | 0.03% | 266 |
|
|
2022
Q3 | $227K | Buy |
6,269
+227
| +4% | +$8.22K | 0.03% | 282 |
|
|
2022
Q2 | $228K | Buy |
6,042
+11
| +0.2% | +$415 | 0.03% | 277 |
|
|
2022
Q1 | $278K | Buy |
6,031
+301
| +5% | +$13.9K | 0.04% | 257 |
|
|
2021
Q4 | $276K | Buy |
5,730
+104
| +2% | +$5.01K | 0.04% | 275 |
|
|
2021
Q3 | $259K | Buy |
5,626
+7
| +0.1% | +$322 | 0.04% | 264 |
|
|
2021
Q2 | $269K | Buy |
+5,619
| New | +$269K | 0.04% | 235 |
|