IAA
SVC
Independent Advisor Alliance’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,561
| Closed | -$150 | – | 701 |
|
|
2022
Q4 | $150 | Sell |
20,561
-12,514
| -38% | -$91 | ﹤0.01% | 387 |
|
|
2022
Q3 | $172K | Sell |
33,075
-1,649
| -5% | -$8.58K | 0.01% | 585 |
|
|
2022
Q2 | $182K | Buy |
34,724
+2,155
| +7% | +$11.3K | 0.01% | 575 |
|
|
2022
Q1 | $288K | Sell |
32,569
-29,630
| -48% | -$262K | 0.01% | 514 |
|
|
2021
Q4 | $547K | Buy |
62,199
+10,994
| +21% | +$96.7K | 0.03% | 374 |
|
|
2021
Q3 | $574K | Buy |
51,205
+8,499
| +20% | +$95.3K | 0.03% | 348 |
|
|
2021
Q2 | $538K | Buy |
42,706
+8,140
| +24% | +$103K | 0.03% | 375 |
|
|
2021
Q1 | $410K | Buy |
34,566
+16,489
| +91% | +$196K | 0.02% | 410 |
|
|
2020
Q4 | $208K | Buy |
18,077
+1,990
| +12% | +$22.9K | 0.01% | 506 |
|
|
2020
Q3 | $128K | Buy |
16,087
+1,133
| +8% | +$9.02K | 0.01% | 469 |
|
|
2020
Q2 | $106K | Buy |
+14,954
| New | +$106K | 0.01% | 462 |
|
|
2020
Q1 | – | Sell |
-10,614
| Closed | -$258K | – | 791 |
|
|
2019
Q4 | $258K | Buy |
+10,614
| New | +$258K | 0.01% | 735 |
|
|
2019
Q3 | – | Sell |
-12,007
| Closed | -$300K | – | 475 |
|
|
2019
Q2 | $300K | Buy |
12,007
+279
| +2% | +$6.97K | 0.04% | 298 |
|
|
2019
Q1 | $309K | Sell |
11,728
-692
| -6% | -$18.2K | 0.04% | 308 |
|
|
2018
Q4 | $297K | Buy |
12,420
+738
| +6% | +$17.6K | 0.05% | 293 |
|
|
2018
Q3 | $333K | Buy |
11,682
+557
| +5% | +$15.9K | 0.06% | 239 |
|
|
2018
Q2 | $318K | Buy |
11,125
+1,043
| +10% | +$29.8K | 0.07% | 231 |
|
|
2018
Q1 | $249K | Buy |
10,082
+2,147
| +27% | +$53K | 0.06% | 276 |
|
|
2017
Q4 | $232K | Buy |
+7,935
| New | +$232K | 0.05% | 272 |
|