PS
SRC
Planned Solutions’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,259
| Closed | -$186K | – | 587 |
|
|
2023
Q4 | $186K | Buy |
+4,259
| New | +$186K | 0.09% | 92 |
|
|
2022
Q1 | – | Sell |
-4,439
| Closed | -$214K | – | 81 |
|
|
2021
Q4 | $214K | Buy |
+4,439
| New | +$214K | 0.14% | 73 |
|
|
2021
Q2 | $204K | Buy |
+4,259
| New | +$204K | 0.14% | 66 |
|
|
2021
Q1 | – | Sell |
-4,439
| Closed | -$178K | – | 437 |
|
|
2020
Q4 | $178K | Hold |
4,439
| – | – | 0.14% | 58 |
|
|
2020
Q3 | $150K | Buy |
+4,439
| New | +$150K | 0.15% | 60 |
|