Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-60
| Closed | -$2K | – | 905 |
|
|
2016
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1086 |
|
|
2016
Q2 | $2K | Sell |
60
-166
| -73% | -$5.53K | ﹤0.01% | 1100 |
|
|
2016
Q1 | $6K | Sell |
226
-185
| -45% | -$4.91K | ﹤0.01% | 818 |
|
|
2015
Q4 | $11K | Sell |
411
-3
| -0.7% | -$80 | ﹤0.01% | 750 |
|
|
2015
Q3 | $11K | Hold |
414
| – | – | ﹤0.01% | 746 |
|
|
2015
Q2 | $12K | Hold |
414
| – | – | ﹤0.01% | 755 |
|
|
2015
Q1 | $13K | Buy |
+414
| New | +$13K | 0.01% | 704 |
|