BAM
SVC
Bruderman Asset Management’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,517
| Closed | -$40K | – | 501 |
|
|
2019
Q1 | $40K | Hold |
1,517
| – | – | 0.01% | 295 |
|
|
2018
Q4 | $36K | Buy |
1,517
+83
| +6% | +$1.97K | 0.01% | 280 |
|
|
2018
Q3 | $41K | Hold |
1,434
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $41K | Hold |
1,434
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $36K | Buy |
+1,434
| New | +$36K | 0.01% | 232 |
|
|
2017
Q3 | – | Sell |
-1,434
| Closed | -$42K | – | 290 |
|
|
2017
Q2 | $42K | Buy |
+1,434
| New | +$42K | 0.01% | 227 |
|
|
2017
Q1 | – | Sell |
-1,253
| Closed | -$40K | – | 286 |
|
|
2016
Q4 | $40K | Buy |
1,253
+28
| +2% | +$894 | 0.01% | 222 |
|
|
2016
Q3 | $36K | Buy |
+1,225
| New | +$36K | 0.01% | 240 |
|
|
2015
Q3 | – | Sell |
-3,500
| Closed | -$101K | – | 451 |
|
|
2015
Q2 | $101K | Hold |
3,500
| – | – | 0.04% | 151 |
|
|
2015
Q1 | $115K | Buy |
+3,500
| New | +$115K | 0.04% | 141 |
|