Genovese Burford & Brothers Wealth & Retirement Plan Management’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-982
| Closed | -$18K | – | 319 |
|
|
2018
Q2 | $18K | Hold |
982
| – | – | 0.01% | 262 |
|
|
2018
Q1 | $16K | Hold |
982
| – | – | 0.01% | 279 |
|
|
2017
Q4 | $18K | Hold |
982
| – | – | 0.05% | 152 |
|
|
2017
Q3 | $18K | Sell |
982
-38
| -4% | -$697 | 0.01% | 240 |
|
|
2017
Q2 | $21K | Hold |
1,020
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $21K | Hold |
1,020
| – | – | 0.01% | 232 |
|
|
2016
Q4 | $21K | Buy |
+1,020
| New | +$21K | 0.01% | 244 |
|