Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,900
| Closed | -$76K | – | 1548 |
|
|
2020
Q4 | $76K | Hold |
1,900
| – | – | ﹤0.01% | 770 |
|
|
2020
Q3 | $64K | Hold |
1,900
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $66K | Hold |
1,900
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $50K | Buy |
+1,900
| New | +$50K | ﹤0.01% | 811 |
|
|
2019
Q2 | – | Sell |
-56
| Closed | -$2K | – | 1472 |
|
|
2019
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1237 |
|