VWM
SRC

Venturi Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Venturi Wealth Management’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-487
Closed -$21.3K – 1461
2023
Q4 		$21.3K Buy
+487
New +$21.3K ﹤0.01% 687
2022
Q2 		– Sell
-12,165
Closed -$560K – 360
2022
Q1 		$560K Buy
+12,165
New +$560K 0.04% 229