AWM
SVC
Avior Wealth Management’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33
| Closed | -$223 | – | 3561 |
|
|
2024
Q1 | $223 | Buy |
+33
| New | +$223 | ﹤0.01% | 2833 |
|
|
2018
Q1 | – | Sell |
-700
| Closed | -$21K | – | 826 |
|
|
2017
Q4 | $21K | Sell |
700
-250
| -26% | -$7.5K | ﹤0.01% | 540 |
|
|
2017
Q3 | $27K | Hold |
950
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $28K | Hold |
950
| – | – | 0.01% | 231 |
|
|
2017
Q1 | $30K | Hold |
950
| – | – | 0.01% | 269 |
|
|
2016
Q4 | $30K | Hold |
950
| – | – | 0.01% | 251 |
|
|
2016
Q3 | $28K | Hold |
950
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $27K | Hold |
950
| – | – | 0.01% | 258 |
|
|
2016
Q1 | $25K | Hold |
950
| – | – | 0.01% | 261 |
|
|
2015
Q4 | $25K | Hold |
950
| – | – | 0.01% | 237 |
|
|
2015
Q3 | $24K | Hold |
950
| – | – | 0.01% | 220 |
|
|
2015
Q2 | $27K | Hold |
950
| – | – | 0.02% | 188 |
|
|
2015
Q1 | $31K | Hold |
950
| – | – | 0.02% | 169 |
|
|
2014
Q4 | $29K | Hold |
950
| – | – | 0.02% | 166 |
|
|
2014
Q3 | $26K | Hold |
950
| – | – | 0.02% | 177 |
|
|
2014
Q2 | $29K | Hold |
950
| – | – | 0.02% | 173 |
|
|
2014
Q1 | $27K | Buy |
+950
| New | +$27K | 0.02% | 174 |
|