Integrated Wealth Concepts’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,710
| Closed | -$328K | – | 491 |
|
|
2019
Q3 | $328K | Buy |
12,710
+891
| +8% | +$23K | 0.04% | 294 |
|
|
2019
Q2 | $308K | Buy |
11,819
+1,329
| +13% | +$34.6K | 0.04% | 267 |
|
|
2019
Q1 | $276K | Buy |
10,490
+1,357
| +15% | +$35.7K | 0.05% | 253 |
|
|
2018
Q4 | $218K | Buy |
+9,133
| New | +$218K | 0.06% | 237 |
|