Family Wealth Partners’s Service Properties Trust SVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.5K Buy
11,067
+49
+0.4% +$117 0.01% 62
2025
Q1
$28.8K Buy
+11,018
New +$28.8K 0.01% 51
2024
Q4
Sell
-15,055
Closed -$68.7K 44
2024
Q3
$68.7K Buy
+15,055
New +$68.7K 0.04% 44