Golden State 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,361
| Closed | -$13K | – | 801 |
|
2020
Q1 | $13K | Buy |
+2,361
| New | +$13K | 0.01% | 576 |
|
2019
Q4 | – | Sell |
-3,069
| Closed | -$79K | – | 810 |
|
2019
Q3 | $79K | Sell |
3,069
-998
| -25% | -$25.7K | 0.03% | 348 |
|
2019
Q2 | $101K | Sell |
4,067
-213
| -5% | -$5.29K | 0.03% | 328 |
|
2019
Q1 | $113K | Buy |
+4,280
| New | +$113K | 0.04% | 308 |
|