Destination Wealth Management’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,591
| Closed | -$40K | – | 457 |
|
2019
Q2 | $40K | Hold |
1,591
| – | – | ﹤0.01% | 303 |
|
2019
Q1 | $42K | Hold |
1,591
| – | – | ﹤0.01% | 287 |
|
2018
Q4 | $38K | Sell |
1,591
-28
| -2% | -$669 | ﹤0.01% | 290 |
|
2018
Q3 | $47K | Buy |
1,619
+28
| +2% | +$813 | ﹤0.01% | 298 |
|
2018
Q2 | $46K | Hold |
1,591
| – | – | ﹤0.01% | 263 |
|
2018
Q1 | $40K | Buy |
+1,591
| New | +$40K | ﹤0.01% | 278 |
|