BSW Wealth Partners’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,967
| Closed | -$239K | – | 133 |
|
|
2019
Q4 | $239K | Hold |
1,967
| – | – | 0.08% | 112 |
|
|
2019
Q3 | $252K | Hold |
1,967
| – | – | 0.1% | 86 |
|
|
2019
Q2 | $246K | Hold |
1,967
| – | – | 0.09% | 88 |
|
|
2019
Q1 | $259K | Hold |
1,967
| – | – | 0.1% | 73 |
|
|
2018
Q4 | $235K | Hold |
1,967
| – | – | 0.09% | 77 |
|
|
2018
Q3 | $284K | Hold |
1,967
| – | – | 0.11% | 84 |
|
|
2018
Q2 | $281K | Hold |
1,967
| – | – | 0.12% | 67 |
|
|
2018
Q1 | $249K | Hold |
1,967
| – | – | 0.11% | 70 |
|
|
2017
Q4 | $294K | Hold |
1,967
| – | – | 0.12% | 64 |
|
|
2017
Q3 | $280K | Hold |
1,967
| – | – | 0.12% | 64 |
|
|
2017
Q2 | $287K | Hold |
1,967
| – | – | 0.13% | 59 |
|
|
2017
Q1 | $310K | Hold |
1,967
| – | – | 0.15% | 52 |
|
|
2016
Q4 | $312K | Buy |
1,967
+1,908
| +3,234% | +$277K | 0.16% | 57 |
|
|
2016
Q3 | $10K | Sell |
59
-1,941
| -97% | -$296K | 0.35% | 34 |
|
|
2016
Q2 | $288K | Hold |
2,000
| – | – | 0.16% | 55 |
|
|
2016
Q1 | $266K | Hold |
2,000
| – | – | 0.15% | 55 |
|
|
2015
Q4 | $262K | Sell |
2,000
-14
| -0.7% | -$1.88K | 0.13% | 53 |
|
|
2015
Q3 | $256K | Hold |
2,014
| – | – | 0.15% | 50 |
|
|
2015
Q2 | $288K | Hold |
2,014
| – | – | 0.18% | 48 |
|
|
2015
Q1 | $330K | Hold |
2,014
| – | – | 0.21% | 41 |
|
|
2014
Q4 | $310K | Hold |
2,014
| – | – | 0.25% | 48 |
|
|
2014
Q3 | $269K | Hold |
2,014
| – | – | 0.21% | 48 |
|
|
2014
Q2 | $304K | Hold |
2,014
| – | – | 0.24% | 38 |
|
|
2014
Q1 | $287K | Hold |
2,014
| – | – | 0.23% | 37 |
|
|
2013
Q4 | $270K | Hold |
2,014
| – | – | 0.22% | 41 |
|
|
2013
Q3 | $283K | Hold |
2,014
| – | – | 0.25% | 36 |
|
|
2013
Q2 | $263K | Buy |
+2,014
| New | +$284K | 0.23% | 39 |
|
Other funds holding SVC
