J.P. Morgan Private Wealth Advisors’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,900
| Closed | -$79.5K | – | 2002 |
|
|
2022
Q4 | $79.5K | Hold |
10,900
| – | – | ﹤0.01% | 1891 |
|
|
2022
Q3 | $57K | Hold |
10,900
| – | – | ﹤0.01% | 1892 |
|
|
2022
Q2 | $57K | Buy |
10,900
+676
| +7% | +$3.54K | ﹤0.01% | 1893 |
|
|
2022
Q1 | $90K | Buy |
10,224
+124
| +1% | +$1.09K | ﹤0.01% | 1953 |
|
|
2021
Q4 | $89K | Buy |
+10,100
| New | +$89K | ﹤0.01% | 1946 |
|
|
2020
Q2 | – | Sell |
-29,180
| Closed | -$158K | – | 1595 |
|
|
2020
Q1 | $158K | Buy |
29,180
+5,380
| +23% | +$29.1K | ﹤0.01% | 1327 |
|
|
2019
Q4 | $579K | Sell |
23,800
-8,343
| -26% | -$203K | ﹤0.01% | 991 |
|
|
2019
Q3 | $829K | Sell |
32,143
-6,143
| -16% | -$158K | ﹤0.01% | 825 |
|
|
2019
Q2 | $957K | Sell |
38,286
-2,745
| -7% | -$68.6K | 0.01% | 768 |
|
|
2019
Q1 | $1.08M | Buy |
41,031
+6,317
| +18% | +$166K | 0.01% | 771 |
|
|
2018
Q4 | $829K | Sell |
34,714
-12,554
| -27% | -$300K | 0.01% | 816 |
|
|
2018
Q3 | $1.36M | Sell |
47,268
-1,362
| -3% | -$39.3K | 0.01% | 729 |
|
|
2018
Q2 | $1.39M | Buy |
+48,630
| New | +$1.39M | 0.01% | 680 |
|