Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,074
| Closed | -$47.6K | – | 1055 |
|
|
2023
Q4 | $47.6K | Hold |
1,074
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $36.7K | Hold |
1,074
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $43K | Hold |
1,074
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $43.5K | Hold |
1,074
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $43.6K | Hold |
1,074
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $40K | Hold |
1,074
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $41K | Hold |
1,074
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $49K | Hold |
1,074
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $52K | Hold |
1,074
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $49K | Hold |
1,074
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $51K | Hold |
1,074
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $46K | Hold |
1,074
| – | – | 0.01% | 259 |
|
|
2020
Q4 | $43K | Hold |
1,074
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $36K | Hold |
1,074
| – | – | 0.01% | 289 |
|
|
2020
Q2 | $37K | Hold |
1,074
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $28K | Hold |
1,074
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $53K | Hold |
1,074
| – | – | 0.03% | 199 |
|
|
2019
Q3 | $51K | Buy |
+1,074
| New | +$51K | 0.03% | 197 |
|
|
2019
Q2 | – | Hold |
0
| – | -$43K | – | 204 |
|
|
2019
Q1 | – | Sell |
-1,092
| Closed | -$38K | – | 197 |
|
|
2018
Q4 | $38K | Buy |
+1,092
| New | +$38K | 0.03% | 218 |
|