TWA
SRC
TCI 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
Q2 | – | Sell |
-543
| Closed | -$21.6K | – | 2437 |
|
|
2023
Q1 | $21.6K | Hold |
543
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $21.7K | Buy |
+543
| New | +$21.7K | ﹤0.01% | 665 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1707 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1346 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q4 | $1K | Sell |
22
-158
| -88% | -$7.18K | ﹤0.01% | 1346 |
|
|
2018
Q3 | $1K | Hold |
180
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q2 | $1K | Hold |
180
| – | – | ﹤0.01% | 1421 |
|
|
2018
Q1 | $1K | Buy |
180
+66
| +58% | +$367 | ﹤0.01% | 1262 |
|
|
2017
Q4 | $1K | Hold |
114
| – | – | ﹤0.01% | 1301 |
|
|
2017
Q3 | $1K | Sell |
114
-457
| -80% | -$4.01K | ﹤0.01% | 1231 |
|
|
2017
Q2 | $4K | Buy |
571
+114
| +25% | +$799 | ﹤0.01% | 835 |
|
|
2017
Q1 | $5K | Hold |
457
| – | – | ﹤0.01% | 733 |
|
|
2016
Q4 | $5K | Hold |
457
| – | – | ﹤0.01% | 791 |
|
|
2016
Q3 | $6K | Hold |
457
| – | – | ﹤0.01% | 708 |
|
|
2016
Q2 | $6K | Hold |
457
| – | – | ﹤0.01% | 693 |
|
|
2016
Q1 | $5K | Buy |
457
+266
| +139% | +$2.91K | ﹤0.01% | 738 |
|
|
2015
Q4 | $2K | Hold |
191
| – | – | ﹤0.01% | 899 |
|
|
2015
Q3 | $2K | Sell |
191
-68
| -26% | -$712 | ﹤0.01% | 836 |
|
|
2015
Q2 | $3K | Sell |
259
-66
| -20% | -$764 | ﹤0.01% | 761 |
|
|
2015
Q1 | $4K | Hold |
325
| – | – | ﹤0.01% | 634 |
|
|
2014
Q4 | $4K | Hold |
325
| – | – | ﹤0.01% | 623 |
|
|
2014
Q3 | $4K | Hold |
325
| – | – | ﹤0.01% | 628 |
|
|
2014
Q2 | $4K | Buy |
+325
| New | +$4K | ﹤0.01% | 660 |
|