SBIA
SRC
Sheaff Brock Investment Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,100
| Closed | -$122K | – | 528 |
|
|
2018
Q3 | $122K | Hold |
15,100
| – | – | 0.01% | 470 |
|
|
2018
Q2 | $121K | Hold |
15,100
| – | -$13.9K | 0.01% | 483 |
|
|
2018
Q1 | $117K | Hold |
15,100
| – | – | 0.01% | 486 |
|
|
2017
Q4 | $130K | Hold |
15,100
| – | – | 0.02% | 490 |
|
|
2017
Q3 | $129K | Sell |
15,100
-1,000
| -6% | -$8.54K | 0.02% | 528 |
|
|
2017
Q2 | $119K | Sell |
16,100
-4,465
| -22% | -$33K | 0.02% | 564 |
|
|
2017
Q1 | $208K | Hold |
20,565
| – | – | 0.03% | 496 |
|
|
2016
Q4 | $223K | Buy |
20,565
+6,000
| +41% | +$65.1K | 0.03% | 487 |
|
|
2016
Q3 | $194K | Buy |
14,565
+192
| +1% | +$2.57K | 0.03% | 477 |
|
|
2016
Q2 | $184K | Buy |
14,373
+214
| +2% | +$2.76K | 0.02% | 499 |
|
|
2016
Q1 | $159K | Buy |
14,159
+258
| +2% | +$2.87K | 0.02% | 522 |
|
|
2015
Q4 | $139K | Buy |
+13,901
| New | +$139K | 0.02% | 561 |
|