SWA
SMTA

Sutton Wealth Advisors’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Sutton Wealth Advisors’s Portfolio SMTA Stock Details SMTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11
Closed -$127 – 1215
2018
Q3 		$127 Hold
11
– – ﹤0.01% 1121
2018
Q2 		$113 Buy
+11
New +$110 ﹤0.01% 1121

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MP
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ICM
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RCMNY
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State Street
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KCM
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Dimensional Fund Advisors
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Northern Trust
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