Gideon Capital Advisors’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,337
| Closed | -$272K | – | 372 |
|
|
2017
Q2 | $272K | Sell |
9,337
-2,166
| -19% | -$63.1K | 0.3% | 151 |
|
|
2017
Q1 | $363K | Buy |
+11,503
| New | +$363K | 0.22% | 182 |
|
|
2015
Q3 | – | Sell |
-9,595
| Closed | -$275K | – | 319 |
|
|
2015
Q2 | $275K | Buy |
+9,595
| New | +$275K | 0.11% | 202 |
|
|
2015
Q1 | – | Sell |
-13,354
| Closed | -$411K | – | 302 |
|
|
2014
Q4 | $411K | Buy |
+13,354
| New | +$411K | 0.19% | 139 |
|