Independent Advisor Alliance’s Service Properties Trust SVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,112
Closed -$150 701
2022
Q4
$150 Sell
4,112
-2,503
-38% -$91.8K ﹤0.01% 387
2022
Q3
$172K Sell
6,615
-330
-5% -$10.9K 0.01% 585
2022
Q2
$182K Buy
6,945
+431
+7% +$14.9K 0.01% 575
2022
Q1
$288K Sell
6,514
-5,926
-48% -$258K 0.01% 514
2021
Q4
$547K Buy
12,440
+2,199
+21% +$112K 0.03% 375
2021
Q3
$574K Buy
10,241
+1,700
+20% +$96.7K 0.03% 348
2021
Q2
$538K Buy
8,541
+1,628
+24% +$101K 0.03% 375
2021
Q1
$410K Buy
6,913
+3,298
+91% +$198K 0.02% 410
2020
Q4
$208K Buy
3,615
+398
+12% +$20.2K 0.01% 507
2020
Q3
$128K Buy
3,217
+226
+8% +$8.61K 0.01% 469
2020
Q2
$106K Buy
+2,991
New +$104K 0.01% 462
2020
Q1
Sell
-2,123
Closed -$258K 807
2019
Q4
$258K Buy
+2,123
New +$259K 0.01% 735
2019
Q3
Sell
-2,401
Closed -$300K 485
2019
Q2
$300K Buy
2,401
+55
+2% +$7.05K 0.04% 298
2019
Q1
$309K Sell
2,346
-138
-6% -$18.2K 0.04% 310
2018
Q4
$297K Buy
2,484
+148
+6% +$19.3K 0.05% 294
2018
Q3
$333K Buy
2,336
+111
+5% +$15.9K 0.07% 250
2018
Q2
$318K Buy
2,225
+209
+10% +$28.2K 0.08% 238
2018
Q1
$249K Buy
2,016
+429
+27% +$57.7K 0.06% 279
2017
Q4
$232K Buy
+1,587
New +$233K 0.05% 273

Other funds holding SVC