Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53K | Sell |
640
-1,155
| -64% | -$2.76K | ﹤0.01% | 2882 |
|
|
2025
Q1 | $14.1K | Buy |
1,795
+1,464
| +442% | +$11.5K | ﹤0.01% | 2465 |
|
|
2024
Q4 | $841 | Buy |
331
+197
| +147% | +$501 | ﹤0.01% | 2808 |
|
|
2024
Q3 | $611 | Buy |
+134
| New | +$611 | ﹤0.01% | 2526 |
|
|
2022
Q3 | – | Sell |
-1,997
| Closed | -$10K | – | 2530 |
|
|
2022
Q2 | $10K | Hold |
1,997
| – | – | ﹤0.01% | 1959 |
|
|
2022
Q1 | $17K | Hold |
1,997
| – | – | ﹤0.01% | 1886 |
|
|
2021
Q4 | $17K | Sell |
1,997
-158
| -7% | -$1.35K | ﹤0.01% | 1977 |
|
|
2021
Q3 | $24K | Sell |
2,155
-400
| -16% | -$4.46K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $32K | Sell |
2,555
-262
| -9% | -$3.28K | ﹤0.01% | 1688 |
|
|
2021
Q1 | $34K | Sell |
2,817
-125
| -4% | -$1.51K | ﹤0.01% | 1821 |
|
|
2020
Q4 | $33K | Sell |
2,942
-3,496
| -54% | -$39.2K | ﹤0.01% | 1668 |
|
|
2020
Q3 | $48K | Hold |
6,438
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q2 | $42K | Hold |
6,438
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q1 | $45K | Sell |
6,438
-1,493
| -19% | -$10.4K | ﹤0.01% | 1160 |
|
|
2019
Q4 | $192K | Buy |
7,931
+1,243
| +19% | +$30.1K | 0.01% | 713 |
|
|
2019
Q3 | $171K | Buy |
+6,688
| New | +$171K | 0.01% | 706 |
|