Concord Wealth Partners Spirit Realty Capital, Inc. Transaction History

Concord Wealth Partners

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$33.3 - $41.88 $43,989 - $55,323	1,321 New	1,321 $44,000
Q3 2023 Oct 25, 2023	SELL	$33.3 - $41.88 $1,365 - $1,717	-41 Reduced 3.01%	1,321 $44,000
Q2 2023 Aug 07, 2023	BUY	$36.91 - $40.4 $7,640 - $8,362	207 Added 17.92%	1,362 $53,000
Q1 2023 Apr 26, 2023	SELL	$37.25 - $44.36 $9,163 - $10,912	-246 Reduced 17.56%	1,155 $46,000
Q4 2022 Jan 27, 2023	BUY	$34.72 - $42.09 $48,642 - $58,968	1,401 New	1,401 $55,000
Q2 2022 Aug 04, 2022	BUY	$36.23 - $47.83 $2,065 - $2,726	57 Added 5.4%	1,112 $42,000
Q1 2022 Apr 20, 2022	SELL	$45.12 - $49.61 $270 - $297	-6 Reduced 0.57%	1,055 $49,000
Q4 2021 Jan 21, 2022	BUY	$43.68 - $49.96 $262 - $299	6 Added 0.57%	1,061 $51,000
Q3 2021 Nov 09, 2021	BUY	$46.04 - $52.22 $460 - $522	10 Added 0.96%	1,055 $49,000
Q2 2021 Jul 29, 2021	BUY	$43.45 - $50.92 $11,340 - $13,290	261 Added 33.29%	1,045 $50,000
Q1 2021 May 13, 2021	SELL	$37.14 - $44.48 $2,079 - $2,490	-56 Reduced 6.67%	784 $33,000
Q4 2020 Feb 16, 2021	BUY	$30.05 - $41.9 $25,242 - $35,196	840 New	840 $34,000

609K

Ticker SRC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 136,342,000
Description
Spirit Realty Capital, Inc. (NYSE: SRC) is a premier net-lease REIT that primarily invests in single-tenant, operationally essential real estate assets, subject to long-term leases. As of September 30, 2020, our diverse portfolio of 1,778 owned properties, with an aggregate leasable area of 37.2 million square feet in 48 states, included retail,...

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