Creative Planning’s Seven Hills Realty Trust SEVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,095
Closed -$23K 3296
2017
Q2
$23K Hold
1,095
﹤0.01% 3065
2017
Q1
$22K Sell
1,095
-1,172
-52% -$23.5K ﹤0.01% 3039
2016
Q4
$45K Buy
2,267
+1,172
+107% +$23.3K ﹤0.01% 2461
2016
Q3
$23K Buy
+1,095
New +$23K ﹤0.01% 2939