Blue Bell Private Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,385
| Closed | -$28K | – | 205 |
|
|
2019
Q4 | $28K | Sell |
1,385
-1,131
| -45% | -$22.9K | 0.01% | 127 |
|
|
2019
Q3 | $51K | Sell |
2,516
-377
| -13% | -$7.64K | 0.02% | 101 |
|
|
2019
Q2 | $53K | Hold |
2,893
| – | – | 0.02% | 102 |
|
|
2019
Q1 | $54K | Hold |
2,893
| – | – | 0.03% | 105 |
|
|
2018
Q4 | $44K | Sell |
2,893
-1,897
| -40% | -$28.9K | 0.02% | 108 |
|
|
2018
Q3 | $86K | Sell |
4,790
-377
| -7% | -$6.77K | 0.04% | 94 |
|
|
2018
Q2 | $95K | Sell |
5,167
-1,205
| -19% | -$22.2K | 0.04% | 90 |
|
|
2018
Q1 | $106K | Hold |
6,372
| – | – | 0.05% | 91 |
|
|
2017
Q4 | $121K | Sell |
6,372
-377
| -6% | -$7.16K | 0.05% | 91 |
|
|
2017
Q3 | $130K | Buy |
+6,749
| New | +$130K | 0.06% | 88 |
|