Calamos Wealth Management’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-28,841
| Closed | -$888K | – | 259 |
|
|
2014
Q4 | $888K | Buy |
28,841
+850
| +3% | +$26.2K | 0.25% | 139 |
|
|
2014
Q3 | $746K | Buy |
27,991
+1,682
| +6% | +$44.8K | 0.22% | 152 |
|
|
2014
Q2 | $794K | Buy |
26,309
+549
| +2% | +$16.6K | 0.23% | 146 |
|
|
2014
Q1 | $735K | Buy |
25,760
+2,079
| +9% | +$59.3K | 0.22% | 144 |
|
|
2013
Q4 | $636K | Buy |
23,681
+1,818
| +8% | +$48.8K | 0.2% | 161 |
|
|
2013
Q3 | $614K | Buy |
21,863
+2,633
| +14% | +$73.9K | 0.2% | 155 |
|
|
2013
Q2 | $502K | Buy |
+19,230
| New | +$502K | 0.18% | 157 |
|