Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,065
| Closed | -$95K | – | 2725 |
|
|
2022
Q1 | $95K | Buy |
+2,065
| New | +$95K | ﹤0.01% | 1133 |
|
|
2020
Q4 | – | Sell |
-2,053
| Closed | -$69K | – | 1649 |
|
|
2020
Q3 | $69K | Buy |
+2,053
| New | +$69K | 0.03% | 518 |
|
|
2018
Q4 | – | Sell |
-2,054
| Closed | -$82K | – | 448 |
|
|
2018
Q3 | $82K | Hold |
2,054
| – | – | 0.02% | 406 |
|
|
2018
Q2 | $82K | Sell |
2,054
-236
| -10% | -$9.42K | 0.01% | 443 |
|
|
2018
Q1 | $80K | Buy |
+2,290
| New | +$80K | 0.01% | 431 |
|
|
2017
Q4 | – | Sell |
-2,290
| Closed | -$88K | – | 452 |
|
|
2017
Q3 | $88K | Hold |
2,290
| – | – | 0.01% | 416 |
|
|
2017
Q2 | $76K | Hold |
2,290
| – | – | 0.01% | 415 |
|
|
2017
Q1 | $104K | Hold |
2,290
| – | – | 0.02% | 367 |
|
|
2016
Q4 | $112K | Buy |
+2,290
| New | +$112K | 0.02% | 374 |
|