JPLA
SEVN
Joseph P. Lucia & Associates’s Seven Hills Realty Trust SEVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,627
| Closed | -$79K | – | 619 |
|
|
2021
Q2 | $79K | Hold |
6,627
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $80K | Hold |
6,627
| – | – | 0.04% | 174 |
|
|
2020
Q4 | $70K | Buy |
+6,627
| New | +$70K | 0.05% | 166 |
|
|
2020
Q3 | – | Sell |
-7,277
| Closed | -$85K | – | 396 |
|
|
2020
Q2 | $85K | Hold |
7,277
| – | – | 0.08% | 146 |
|
|
2020
Q1 | $74K | Hold |
7,277
| – | – | 0.08% | 141 |
|
|
2019
Q4 | $147K | Buy |
7,277
+705
| +11% | +$14.2K | 0.13% | 112 |
|
|
2019
Q3 | $134K | Hold |
6,572
| – | – | 0.14% | 106 |
|
|
2019
Q2 | $120K | Buy |
+6,572
| New | +$120K | 0.13% | 111 |
|