EverSource Wealth Advisors’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09K | Sell |
1,294
-1,670
| -56% | -$3.99K | ﹤0.01% | 3332 |
|
|
2025
Q1 | $7.74K | Buy |
2,964
+1,218
| +70% | +$3.18K | ﹤0.01% | 2261 |
|
|
2024
Q4 | $4.43K | Buy |
1,746
+1,489
| +579% | +$3.78K | ﹤0.01% | 2408 |
|
|
2024
Q3 | $1.17K | Sell |
257
-1,154
| -82% | -$5.26K | ﹤0.01% | 2685 |
|
|
2024
Q2 | $8K | Sell |
1,411
-379
| -21% | -$2.15K | ﹤0.01% | 1982 |
|
|
2024
Q1 | $11K | Buy |
1,790
+99
| +6% | +$607 | ﹤0.01% | 1644 |
|
|
2023
Q4 | $14.4K | Hold |
1,691
| – | – | ﹤0.01% | 1398 |
|
|
2023
Q3 | $13K | Buy |
1,691
+64
| +4% | +$492 | ﹤0.01% | 1313 |
|
|
2023
Q2 | $14.1K | Hold |
1,627
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q1 | $16.2K | Sell |
1,627
-280
| -15% | -$2.79K | ﹤0.01% | 1160 |
|
|
2022
Q4 | $13.9K | Buy |
1,907
+216
| +13% | +$1.58K | ﹤0.01% | 1199 |
|
|
2022
Q3 | $8K | Buy |
+1,691
| New | +$8K | ﹤0.01% | 1212 |
|
|
2022
Q2 | – | Sell |
-2,578
| Closed | -$23K | – | 1885 |
|
|
2022
Q1 | $23K | Buy |
2,578
+1,843
| +251% | +$16.4K | 0.01% | 649 |
|
|
2021
Q4 | $6K | Buy |
+735
| New | +$6K | ﹤0.01% | 1200 |
|