TCI Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-543
| Closed | -$21.6K | – | 2435 |
|
|
2023
Q1 | $21.6K | Hold |
543
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $21.7K | Buy |
+543
| New | +$21.2K | ﹤0.01% | 665 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1714 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1424 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1351 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q4 | $1K | Sell |
22
-14
| -39% | -$539 | ﹤0.01% | 1358 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q2 | $1K | Sell |
36
-4
| -10% | -$152 | ﹤0.01% | 1421 |
|
|
2018
Q1 | $1K | Buy |
40
+15
| +60% | +$535 | ﹤0.01% | 1267 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1303 |
|
|
2017
Q3 | $1K | Sell |
25
-102
| -80% | -$3.77K | ﹤0.01% | 1233 |
|
|
2017
Q2 | $4K | Buy |
127
+25
| +25% | +$937 | ﹤0.01% | 835 |
|
|
2017
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 733 |
|
|
2016
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 791 |
|
|
2016
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 708 |
|
|
2016
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 693 |
|
|
2016
Q1 | $5K | Buy |
102
+59
| +137% | +$2.75K | ﹤0.01% | 738 |
|
|
2015
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 899 |
|
|
2015
Q3 | $2K | Sell |
43
-15
| -26% | -$664 | ﹤0.01% | 835 |
|
|
2015
Q2 | $3K | Sell |
58
-14
| -19% | -$699 | ﹤0.01% | 761 |
|
|
2015
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 634 |
|
|
2014
Q4 | $4K | Hold |
72
| – | – | ﹤0.01% | 623 |
|
|
2014
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 629 |
|
|
2014
Q2 | $4K | Buy |
+72
| New | +$3.58K | ﹤0.01% | 660 |
|
Other funds holding SRC
LPC
RIM