Spire Wealth Management’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 |
-4,207
| Closed | -$181K | – | 2443 |
|
|
2023
Q4 | $181K | Sell |
4,207
-15
| -0.4% | -$645 | 0.01% | 791 |
|
|
2023
Q3 | $142K | Buy |
4,222
+54
| +1% | +$1.81K | 0.01% | 821 |
|
|
2023
Q2 | $164K | Buy |
4,168
+436
| +12% | +$17.2K | 0.01% | 783 |
|
|
2023
Q1 | $149K | Buy |
3,732
+3,545
| +1,896% | +$141K | 0.01% | 822 |
|
|
2022
Q4 | $7K | Buy |
187
+57
| +44% | +$2.13K | ﹤0.01% | 1756 |
|
|
2022
Q3 | $5K | Sell |
130
-3,378
| -96% | -$130K | ﹤0.01% | 1764 |
|
|
2022
Q2 | $133K | Sell |
3,508
-3,227
| -48% | -$122K | 0.01% | 924 |
|
|
2022
Q1 | $310K | Sell |
6,735
-464
| -6% | -$21.4K | 0.01% | 719 |
|
|
2021
Q4 | $347K | Buy |
7,199
+594
| +9% | +$28.6K | 0.01% | 840 |
|
|
2021
Q3 | $304K | Buy |
6,605
+44
| +0.7% | +$2.03K | 0.01% | 751 |
|
|
2021
Q2 | $314K | Sell |
6,561
-506
| -7% | -$24.2K | 0.01% | 757 |
|
|
2021
Q1 | $301K | Buy |
+7,067
| New | +$301K | 0.01% | 866 |
|