Carson Wealth (CWM LLC)’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Buy |
17,350
+197
| +1% | +$466 | ﹤0.01% | 3435 |
|
|
2025
Q1 | $45K | Buy |
17,153
+12,621
| +278% | +$33.1K | ﹤0.01% | 3065 |
|
|
2024
Q4 | $12K | Buy |
4,532
+3,427
| +310% | +$9.07K | ﹤0.01% | 3777 |
|
|
2024
Q3 | $5K | Sell |
1,105
-853
| -44% | -$3.86K | ﹤0.01% | 4135 |
|
|
2024
Q2 | $10K | Buy |
1,958
+697
| +55% | +$3.56K | ﹤0.01% | 3563 |
|
|
2024
Q1 | $9K | Sell |
1,261
-372
| -23% | -$2.66K | ﹤0.01% | 3418 |
|
|
2023
Q4 | $14K | Sell |
1,633
-898
| -35% | -$7.7K | ﹤0.01% | 3005 |
|
|
2023
Q3 | $19K | Sell |
2,531
-247
| -9% | -$1.85K | ﹤0.01% | 2722 |
|
|
2023
Q2 | $24K | Buy |
2,778
+394
| +17% | +$3.4K | ﹤0.01% | 2518 |
|
|
2023
Q1 | $24K | Sell |
2,384
-39
| -2% | -$393 | ﹤0.01% | 2378 |
|
|
2022
Q4 | $18K | Sell |
2,423
-5
| -0.2% | -$37 | ﹤0.01% | 2457 |
|
|
2022
Q3 | $13K | Buy |
2,428
+809
| +50% | +$4.33K | ﹤0.01% | 2526 |
|
|
2022
Q2 | $8K | Buy |
1,619
+65
| +4% | +$321 | ﹤0.01% | 2734 |
|
|
2022
Q1 | $14K | Buy |
1,554
+1,211
| +353% | +$10.9K | ﹤0.01% | 2307 |
|
|
2021
Q4 | $3K | Buy |
+343
| New | +$3K | ﹤0.01% | 3025 |
|
|
2019
Q1 | – | Sell |
-126
| Closed | -$3K | – | 3226 |
|
|
2018
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 1674 |
|
|
2018
Q3 | $4K | Buy |
126
+8
| +7% | +$254 | ﹤0.01% | 1411 |
|
|
2018
Q2 | $3K | Hold |
118
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q1 | $3K | Sell |
118
-254
| -68% | -$6.46K | ﹤0.01% | 1123 |
|
|
2017
Q4 | $11K | Buy |
372
+2
| +0.5% | +$59 | ﹤0.01% | 866 |
|
|
2017
Q3 | $11K | Sell |
370
-15
| -4% | -$446 | ﹤0.01% | 868 |
|
|
2017
Q2 | $11K | Sell |
385
-1
| -0.3% | -$29 | ﹤0.01% | 764 |
|
|
2017
Q1 | $12K | Buy |
386
+136
| +54% | +$4.23K | ﹤0.01% | 712 |
|
|
2016
Q4 | $8K | Sell |
250
-20
| -7% | -$640 | ﹤0.01% | 772 |
|
|
2016
Q3 | $8K | Buy |
+270
| New | +$8K | ﹤0.01% | 750 |
|
|
2014
Q2 | – | Sell |
-17,220
| Closed | -$491K | – | 187 |
|
|
2014
Q1 | $491K | Sell |
17,220
-6,688
| -28% | -$191K | 0.07% | 108 |
|
|
2013
Q4 | $642K | Buy |
23,908
+1,086
| +5% | +$29.2K | 0.1% | 124 |
|
|
2013
Q3 | $641K | Buy |
+22,822
| New | +$641K | 0.17% | 82 |
|