JWM
SVC
Janiczek Wealth Management’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-283
| Closed | -$2K | – | 1064 |
|
|
2022
Q1 | $2K | Sell |
283
-203
| -42% | -$1.44K | ﹤0.01% | 789 |
|
|
2021
Q4 | $4K | Sell |
486
-135
| -22% | -$1.11K | ﹤0.01% | 756 |
|
|
2021
Q3 | $7K | Hold |
621
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $8K | Hold |
621
| – | – | ﹤0.01% | 592 |
|
|
2021
Q1 | $7K | Hold |
621
| – | – | ﹤0.01% | 597 |
|
|
2020
Q4 | $7K | Buy |
621
+278
| +81% | +$3.13K | ﹤0.01% | 533 |
|
|
2020
Q3 | $3K | Buy |
+343
| New | +$3K | ﹤0.01% | 468 |
|