WWM
SRC
Willingdon Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,015
| Closed | -$49K | – | 554 |
|
|
2019
Q3 | $49K | Buy |
1,015
+15
| +2% | +$724 | 0.01% | 176 |
|
|
2019
Q2 | $43K | Buy |
+1,000
| New | +$43K | 0.01% | 177 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 190 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 203 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 220 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 192 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 175 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 345 |
|