Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.6K | Buy |
13,966
+12,166
| +676% | +$127K | ﹤0.01% | 3321 |
|
|
2025
Q4 | $17K | Sell |
1,800
-1,773
| -50% | -$17.8K | ﹤0.01% | 4276 |
|
|
2025
Q3 | $48K | Buy |
3,573
+103
| +3% | +$1.4K | ﹤0.01% | 3565 |
|
|
2025
Q2 | $41K | Buy |
3,470
+39
| +1% | +$421 | ﹤0.01% | 3437 |
|
|
2025
Q1 | $45K | Buy |
3,431
+2,525
| +279% | +$34.2K | ﹤0.01% | 3068 |
|
|
2024
Q4 | $12K | Buy |
906
+685
| +310% | +$11.1K | ﹤0.01% | 3779 |
|
|
2024
Q3 | $5K | Sell |
221
-171
| -44% | -$4.25K | ﹤0.01% | 4137 |
|
|
2024
Q2 | $10K | Buy |
392
+140
| +56% | +$4.03K | ﹤0.01% | 3565 |
|
|
2024
Q1 | $9K | Sell |
252
-75
| -23% | -$2.78K | ﹤0.01% | 3420 |
|
|
2023
Q4 | $14K | Sell |
327
-179
| -35% | -$6.77K | ﹤0.01% | 3008 |
|
|
2023
Q3 | $19K | Sell |
506
-50
| -9% | -$2.08K | ﹤0.01% | 2723 |
|
|
2023
Q2 | $24K | Buy |
556
+79
| +17% | +$3.47K | ﹤0.01% | 2521 |
|
|
2023
Q1 | $24K | Sell |
477
-8
| -2% | -$370 | ﹤0.01% | 2380 |
|
|
2022
Q4 | $18K | Sell |
485
-1
| -0.2% | -$37 | ﹤0.01% | 2459 |
|
|
2022
Q3 | $13K | Buy |
486
+162
| +50% | +$5.37K | ﹤0.01% | 2529 |
|
|
2022
Q2 | $8K | Buy |
324
+13
| +4% | +$449 | ﹤0.01% | 2738 |
|
|
2022
Q1 | $14K | Buy |
311
+242
| +351% | +$10.5K | ﹤0.01% | 2311 |
|
|
2021
Q4 | $3K | Buy |
+69
| New | +$3.51K | ﹤0.01% | 3036 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$3K | – | 3259 |
|
|
2018
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1680 |
|
|
2018
Q3 | $4K | Buy |
25
+1
| +4% | +$143 | ﹤0.01% | 1415 |
|
|
2018
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 1313 |
|
|
2018
Q1 | $3K | Sell |
24
-50
| -68% | -$6.73K | ﹤0.01% | 1124 |
|
|
2017
Q4 | $11K | Hold |
74
| – | – | ﹤0.01% | 867 |
|
|
2017
Q3 | $11K | Sell |
74
-3
| -4% | -$423 | ﹤0.01% | 869 |
|
|
2017
Q2 | $11K | Hold |
77
| – | – | ﹤0.01% | 765 |
|
|
2017
Q1 | $12K | Buy |
77
+27
| +54% | +$4.23K | ﹤0.01% | 713 |
|
|
2016
Q4 | $8K | Sell |
50
-4
| -7% | -$580 | ﹤0.01% | 773 |
|
|
2016
Q3 | $8K | Buy |
+54
| New | +$8.23K | ﹤0.01% | 751 |
|
|
2014
Q2 | – | Sell |
-3,444
| Closed | -$491K | – | 189 |
|
|
2014
Q1 | $491K | Sell |
3,444
-1,338
| -28% | -$178K | 0.07% | 109 |
|
|
2013
Q4 | $642K | Buy |
4,782
+218
| +5% | +$30.3K | 0.1% | 126 |
|
|
2013
Q3 | $641K | Buy |
+4,564
| New | +$632K | 0.17% | 82 |
|
Other funds holding SVC
YAG
CM
VPM
NCM
VCM
Carson Wealth (CWM LLC)'s SVC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Service Properties Trust (SVC) stake by 676% in Q1 2026, buying an estimated $127K and bringing the position to 13,966 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.
Carson Wealth (CWM LLC) first reported a position in SVC in Q3 2013 and has held it in 31 quarters since. The position peaked at $642K in Q4 2013. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,966 shares of Service Properties Trust worth $94.6K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 12,166 Service Properties Trust shares in Q1 2026, an estimated $127K.
- Service Properties Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3321 holding.
- Carson Wealth (CWM LLC) first reported a position in Service Properties Trust in Q3 2013 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Service Properties Trust position peaked at $642K in Q4 2013.
- 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.