Corient Private Wealth
SVC

Corient Private Wealth’s Service Properties Trust SVC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.7K Buy
17,862
+3,072
+21% +$7.34K ﹤0.01% 2490
2025
Q1
$38.6K Sell
14,790
-1,173
-7% -$3.06K ﹤0.01% 2233
2024
Q4
$40.5K Buy
+15,963
New +$40.5K ﹤0.01% 2286
2024
Q1
Sell
-11,894
Closed -$102K 2353
2023
Q4
$102K Hold
11,894
﹤0.01% 2153
2023
Q3
$91.5K Sell
11,894
-5,000
-30% -$38.5K ﹤0.01% 2026
2023
Q2
$147K Buy
16,894
+326
+2% +$2.83K ﹤0.01% 1921
2023
Q1
$165K Buy
+16,568
New +$165K ﹤0.01% 1814