Marks Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Buy |
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