Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Hold |
982
| – | – | ﹤0.01% | 1031 |
|
|
2025
Q1 | $12.3K | Hold |
982
| – | – | ﹤0.01% | 942 |
|
|
2024
Q4 | $12.8K | Buy |
+982
| New | +$12.8K | ﹤0.01% | 892 |
|
|
2020
Q2 | – | Sell |
-982
| Closed | -$10K | – | 752 |
|
|
2020
Q1 | $10K | Buy |
+982
| New | +$10K | ﹤0.01% | 627 |
|
|
2019
Q4 | – | Sell |
-982
| Closed | -$20K | – | 752 |
|
|
2019
Q3 | $20K | Hold |
982
| – | – | 0.01% | 615 |
|
|
2019
Q2 | $18K | Hold |
982
| – | – | 0.01% | 632 |
|
|
2019
Q1 | $18K | Buy |
+982
| New | +$18K | 0.01% | 652 |
|