Braun-Bostich & Associates’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
Q4 | – | Sell |
-26,907
| Closed | -$214K | – | 193 |
|
|
2020
Q3 | $214K | Buy |
26,907
+8,392
| +45% | +$66.7K | 0.21% | 86 |
|
|
2020
Q2 | $131K | Hold |
18,515
| – | – | 0.13% | 90 |
|
|
2020
Q1 | $97K | Hold |
18,515
| – | – | 0.12% | 101 |
|
|
2019
Q4 | $443K | Buy |
18,515
+3,289
| +22% | +$78.7K | 0.44% | 51 |
|
|
2019
Q3 | $393K | Hold |
15,226
| – | – | 0.46% | 47 |
|
|
2019
Q2 | $381K | Hold |
15,226
| – | – | 0.4% | 44 |
|
|
2019
Q1 | $401K | Hold |
15,226
| – | – | 0.42% | 61 |
|
|
2018
Q4 | $364K | Buy |
15,226
+2,290
| +18% | +$54.7K | 0.39% | 83 |
|
|
2018
Q3 | $373K | Hold |
12,936
| – | – | 0.36% | 81 |
|
|
2018
Q2 | $370K | Hold |
12,936
| – | – | 0.37% | 83 |
|
|
2018
Q1 | $328K | Buy |
12,936
+2,076
| +19% | +$52.6K | 0.28% | 97 |
|
|
2017
Q4 | $324K | Buy |
+10,860
| New | +$324K | 0.27% | 98 |
|