SWA
SRC
Sutton Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.19K | Hold |
95
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $3.74K | Hold |
95
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $3.79K | Sell |
95
-8
| -8% | -$319 | ﹤0.01% | 558 |
|
|
2022
Q4 | $4.11K | Buy |
103
+5
| +5% | +$200 | ﹤0.01% | 1126 |
|
|
2022
Q3 | $3.54K | Buy |
98
+3
| +3% | +$108 | ﹤0.01% | 1121 |
|
|
2022
Q2 | $3.59K | Sell |
95
-16
| -14% | -$604 | ﹤0.01% | 1104 |
|
|
2022
Q1 | $5.11K | Hold |
111
| – | – | ﹤0.01% | 1084 |
|
|
2021
Q4 | $5.35K | Buy |
111
+16
| +17% | +$771 | ﹤0.01% | 1059 |
|
|
2021
Q3 | $4.37K | Hold |
95
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q2 | $4.55K | Hold |
95
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q1 | $4.04K | Hold |
95
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q4 | $3.82K | Hold |
95
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q3 | $3.21K | Hold |
95
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q2 | $3.31K | Buy |
95
+51
| +116% | +$1.78K | ﹤0.01% | 992 |
|
|
2020
Q1 | $1.15K | Buy |
44
+21
| +91% | +$549 | ﹤0.01% | 1082 |
|
|
2019
Q4 | $1.13K | Hold |
23
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q3 | $1.1K | Hold |
23
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q2 | $981 | Hold |
23
| – | – | ﹤0.01% | 1099 |
|
|
2019
Q1 | $914 | Hold |
23
| – | – | ﹤0.01% | 1117 |
|
|
2018
Q4 | $811 | Sell |
23
-93
| -80% | -$3.28K | ﹤0.01% | 1056 |
|
|
2018
Q3 | $935 | Hold |
116
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q2 | $931 | Hold |
116
| – | – | ﹤0.01% | 1060 |
|
|
2018
Q1 | $900 | Sell |
116
-1,217
| -91% | -$9.44K | ﹤0.01% | 1055 |
|
|
2017
Q4 | $11.4K | Buy |
1,333
+1,217
| +1,049% | +$10.4K | 0.01% | 739 |
|
|
2017
Q3 | $994 | Buy |
+116
| New | +$994 | ﹤0.01% | 999 |
|
|
2017
Q2 | – | Sell |
-2,870
| Closed | -$29.1K | – | 1110 |
|
|
2017
Q1 | $29.1K | Buy |
+2,870
| New | +$29.1K | 0.02% | 379 |
|
|
2016
Q4 | – | Sell |
-868
| Closed | -$11.6K | – | 1085 |
|
|
2016
Q3 | $11.6K | Hold |
868
| – | – | 0.01% | 625 |
|
|
2016
Q2 | $11.1K | Buy |
+868
| New | +$11.1K | 0.01% | 601 |
|