Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,876
| Closed | -$105K | – | 958 |
|
|
2022
Q1 | $105K | Buy |
11,876
+141
| +1% | +$1.25K | 0.01% | 887 |
|
|
2021
Q4 | $103K | Sell |
11,735
-1,767
| -13% | -$15.5K | 0.01% | 892 |
|
|
2021
Q3 | $151K | Sell |
13,502
-141
| -1% | -$1.58K | 0.01% | 869 |
|
|
2021
Q2 | $172K | Sell |
13,643
-658
| -5% | -$8.3K | 0.01% | 871 |
|
|
2021
Q1 | $170K | Sell |
14,301
-868
| -6% | -$10.3K | 0.01% | 753 |
|
|
2020
Q4 | $174K | Buy |
15,169
+726
| +5% | +$8.33K | 0.01% | 821 |
|
|
2020
Q3 | $115K | Sell |
14,443
-300
| -2% | -$2.39K | 0.01% | 688 |
|
|
2020
Q2 | $104K | Buy |
14,743
+4,519
| +44% | +$31.9K | 0.01% | 696 |
|
|
2020
Q1 | $55K | Buy |
+10,224
| New | +$55K | 0.01% | 662 |
|