Bell Investment Advisors’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-67
| Closed | -$306 | – | 1947 |
|
|
2024
Q3 | $306 | Hold |
67
| – | – | ﹤0.01% | 1837 |
|
|
2024
Q2 | $345 | Hold |
67
| – | – | ﹤0.01% | 1891 |
|
|
2024
Q1 | $455 | Sell |
67
-60
| -47% | -$407 | ﹤0.01% | 1849 |
|
|
2023
Q4 | $1.09K | Hold |
127
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q3 | $977 | Sell |
127
-7
| -5% | -$54 | ﹤0.01% | 1581 |
|
|
2023
Q2 | $1.17K | Hold |
134
| – | – | ﹤0.01% | 1545 |
|
|
2023
Q1 | $1.34K | Hold |
134
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q4 | $977 | Buy |
134
+57
| +74% | +$416 | ﹤0.01% | 1607 |
|
|
2022
Q3 | $0 | Sell |
77
-130
| -63% | – | ﹤0.01% | 1944 |
|
|
2022
Q2 | $1K | Buy |
+207
| New | +$1K | ﹤0.01% | 1613 |
|
|
2021
Q4 | $4K | Buy |
449
+64
| +17% | +$570 | ﹤0.01% | 900 |
|
|
2021
Q3 | $4K | Buy |
+385
| New | +$4K | ﹤0.01% | 827 |
|