WFG Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $54K | Buy |
1,635
+1,412
| +633% | +$46.6K | 0.01% | 683 |
|
|
2017
Q1 | $10K | Hold |
223
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q4 | $11K | Sell |
223
-379
| -63% | -$18.7K | ﹤0.01% | 1085 |
|
|
2016
Q3 | $36K | Buy |
602
+379
| +170% | +$22.7K | 0.01% | 787 |
|
|
2016
Q2 | $13K | Sell |
223
-22
| -9% | -$1.28K | ﹤0.01% | 1027 |
|
|
2016
Q1 | $12K | Buy |
245
+22
| +10% | +$1.08K | ﹤0.01% | 1017 |
|
|
2015
Q4 | $10K | Sell |
223
-750
| -77% | -$33.6K | ﹤0.01% | 1089 |
|
|
2015
Q3 | $40K | Buy |
+973
| New | +$40K | 0.01% | 711 |
|
|
2014
Q4 | – | Sell |
-1,285
| Closed | -$63K | – | 2246 |
|
|
2014
Q3 | $63K | Sell |
1,285
-89
| -6% | -$4.36K | 0.01% | 840 |
|
|
2014
Q2 | $70K | Sell |
1,374
-8,012
| -85% | -$408K | 0.01% | 785 |
|
|
2014
Q1 | $462K | Sell |
9,386
-9,206
| -50% | -$453K | 0.09% | 257 |
|
|
2013
Q4 | $820K | Buy |
+18,592
| New | +$820K | 0.12% | 204 |
|