Avantax Planning Partners’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,719
| Closed | -$145K | – | 1310 |
|
|
2018
Q1 | $145K | Sell |
5,719
-1,931
| -25% | -$49K | 0.01% | 344 |
|
|
2017
Q4 | $228K | Sell |
7,650
-456
| -6% | -$13.6K | 0.02% | 278 |
|
|
2017
Q3 | $231K | Buy |
8,106
+420
| +5% | +$12K | 0.02% | 336 |
|
|
2017
Q2 | $224K | Buy |
7,686
+110
| +1% | +$3.21K | 0.02% | 312 |
|
|
2017
Q1 | $239K | Sell |
7,576
-298
| -4% | -$9.4K | 0.02% | 278 |
|
|
2016
Q4 | $250K | Buy |
+7,874
| New | +$250K | 0.03% | 255 |
|