WWM
SMTA
Willingdon Wealth Management’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-500
| Closed | -$4K | – | 569 |
|
|
2019
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 296 |
|
|
2019
Q2 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 269 |
|
|
2019
Q1 | – | Hold |
0
| – | -$4K | – | 297 |
|
|
2018
Q4 | – | Hold |
0
| – | -$6K | – | 302 |
|
|
2018
Q3 | – | Hold |
0
| – | -$5K | – | 326 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 295 |
|