Edge Wealth Management’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-773
| Closed | -$25K | – | 529 |
|
|
2016
Q4 | $25K | Hold |
773
| – | – | 0.01% | 249 |
|
|
2016
Q3 | $23K | Sell |
773
-16
| -2% | -$476 | 0.01% | 260 |
|
|
2016
Q2 | $23K | Buy |
789
+773
| +4,831% | +$22.5K | 0.01% | 241 |
|
|
2016
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 421 |
|
|
2015
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 435 |
|
|
2015
Q3 | $1K | Buy |
16
+1
| +7% | +$63 | ﹤0.01% | 438 |
|
|
2015
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 450 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 421 |
|