CAL
SEVN
Capital Advisors Ltd’s Seven Hills Realty Trust SEVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,634
| Closed | -$105K | – | 467 |
|
|
2019
Q1 | $105K | Buy |
+5,634
| New | +$105K | 0.03% | 211 |
|
|
2018
Q1 | – | Sell |
-14,880
| Closed | -$284K | – | 397 |
|
|
2017
Q4 | $284K | Buy |
14,880
+7,534
| +103% | +$144K | 0.09% | 102 |
|
|
2017
Q3 | $142K | Buy |
7,346
+1,837
| +33% | +$35.5K | 0.05% | 140 |
|
|
2017
Q2 | $120K | Hold |
5,509
| – | – | 0.04% | 155 |
|
|
2017
Q1 | $116K | Hold |
5,509
| – | – | 0.04% | 149 |
|
|
2016
Q4 | $113K | Hold |
5,509
| – | – | 0.05% | 148 |
|
|
2016
Q3 | $120K | Hold |
5,509
| – | – | 0.05% | 139 |
|
|
2016
Q2 | $118K | Hold |
5,509
| – | – | 0.06% | 137 |
|
|
2016
Q1 | $106K | Hold |
5,509
| – | – | 0.05% | 139 |
|
|
2015
Q4 | $106K | Hold |
5,509
| – | – | 0.06% | 134 |
|
|
2015
Q3 | $99K | Buy |
+5,509
| New | +$99K | 0.05% | 136 |
|