B. Riley Wealth Management’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$132K | – | 698 |
|
|
2021
Q4 | $132K | Hold |
15,000
| – | – | 0.01% | 619 |
|
|
2021
Q3 | $168K | Hold |
15,000
| – | – | 0.01% | 585 |
|
|
2021
Q2 | $189K | Sell |
15,000
-38
| -0.3% | -$479 | 0.02% | 387 |
|
|
2021
Q1 | $178K | Buy |
15,038
+4,705
| +46% | +$55.7K | 0.02% | 388 |
|
|
2020
Q4 | $119K | Sell |
10,333
-16,864
| -62% | -$194K | 0.02% | 359 |
|
|
2020
Q3 | $216K | Buy |
27,197
+4,264
| +19% | +$33.9K | 0.03% | 348 |
|
|
2020
Q2 | $163K | Buy |
22,933
+10,150
| +79% | +$72.1K | 0.02% | 381 |
|
|
2020
Q1 | $69K | Buy |
+12,783
| New | +$69K | 0.01% | 496 |
|
|
2015
Q3 | – | Sell |
-234
| Closed | -$6K | – | 666 |
|
|
2015
Q2 | $6K | Sell |
234
-584
| -71% | -$15K | ﹤0.01% | 834 |
|
|
2015
Q1 | $26K | Buy |
818
+1
| +0.1% | +$32 | 0.02% | 546 |
|
|
2014
Q4 | $25K | Hold |
817
| – | – | 0.02% | 539 |
|
|
2014
Q3 | $21K | Sell |
817
-5,260
| -87% | -$135K | 0.02% | 591 |
|
|
2014
Q2 | $183K | Hold |
6,077
| – | – | 0.12% | 232 |
|
|
2014
Q1 | $173K | Buy |
+6,077
| New | +$173K | 0.13% | 223 |
|