DFA
SVC
Delta Financial Advisors’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,972
| Closed | -$103K | – | 108 |
|
|
2020
Q3 | $103K | Buy |
+12,972
| New | +$103K | 0.06% | 105 |
|
|
2020
Q1 | – | Sell |
-38,204
| Closed | -$930K | – | 110 |
|
|
2019
Q4 | $930K | Sell |
38,204
-23,613
| -38% | -$575K | 0.36% | 78 |
|
|
2019
Q3 | $1.59M | Sell |
61,817
-557
| -0.9% | -$14.3K | 0.64% | 62 |
|
|
2019
Q2 | $1.56M | Buy |
+62,374
| New | +$1.56M | 0.64% | 60 |
|