CWM
SVC

Congress Wealth Management’s Service Properties Trust SVC Stock Holding History

Congress Wealth Management’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Buy
741,265
+1,988
+0.3% +$4.75K 0.02% 578
2025
Q1 		$1.93M Buy
739,277
+204,255
+38% +$533K 0.02% 500
2024
Q4 		$1.36M Sell
535,022
-209,088
-28% -$531K 0.02% 471
2024
Q3 		$3.39M Buy
+744,110
New +$3.39M 0.05% 350