AWM
SVC
AllSquare Wealth Management’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,209
| Closed | -$28K | – | 509 |
|
|
2021
Q2 | $28K | Hold |
2,209
| – | – | 0.02% | 296 |
|
|
2021
Q1 | $26K | Hold |
2,209
| – | – | 0.02% | 290 |
|
|
2020
Q4 | $25K | Hold |
2,209
| – | – | 0.02% | 259 |
|
|
2020
Q3 | $18K | Hold |
2,209
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $16K | Hold |
2,209
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $12K | Hold |
2,209
| – | – | 0.01% | 292 |
|
|
2019
Q4 | $54K | Hold |
2,209
| – | – | 0.04% | 178 |
|
|
2019
Q3 | $57K | Hold |
2,209
| – | – | 0.04% | 170 |
|
|
2019
Q2 | $55K | Hold |
2,209
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $58K | Hold |
2,209
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $53K | Hold |
2,209
| – | – | 0.04% | 158 |
|
|
2018
Q3 | $64K | Hold |
2,209
| – | – | 0.05% | 158 |
|
|
2018
Q2 | $63K | Buy |
+2,209
| New | +$63K | 0.05% | 154 |
|