Cerity Partners’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3K | Buy |
29,838
+8,554
| +40% | +$20.4K | ﹤0.01% | 2521 |
|
|
2025
Q1 | $55.6K | Sell |
21,284
-21,124
| -50% | -$55.1K | ﹤0.01% | 2382 |
|
|
2024
Q4 | $169K | Buy |
42,408
+638
| +2% | +$2.55K | ﹤0.01% | 2266 |
|
|
2024
Q3 | $190K | Buy |
41,770
+15,341
| +58% | +$70K | ﹤0.01% | 2331 |
|
|
2024
Q2 | $136K | Buy |
26,429
+3,127
| +13% | +$16.1K | ﹤0.01% | 2079 |
|
|
2024
Q1 | $158K | Buy |
+23,302
| New | +$158K | ﹤0.01% | 2152 |
|
|
2023
Q2 | – | Sell |
-8,487
| Closed | -$616K | – | 1933 |
|
|
2023
Q1 | $616K | Buy |
+8,487
| New | +$616K | ﹤0.01% | 1191 |
|