Montag & Associates’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 |
-1,000
| Closed | -$34.2K | – | 946 |
|
|
2023
Q3 | $34.2K | Hold |
1,000
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $40.5K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $40.6K | Hold |
1,000
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 583 |
|
|
2022
Q2 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 580 |
|
|
2021
Q4 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 575 |
|
|
2021
Q3 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $48K | Buy |
+1,000
| New | +$48K | ﹤0.01% | 557 |
|