Balasa Dinverno & Foltz’s Service Properties Trust SVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-27,061
Closed -$146K 274
2020
Q1
$146K Buy
+27,061
New +$146K 0.02% 239
2019
Q3
Sell
-44,009
Closed -$1.1M 267
2019
Q2
$1.1M Buy
44,009
+33,153
+305% +$829K 0.13% 76
2019
Q1
$286K Buy
+10,856
New +$286K 0.03% 194