LPL Financial’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-20,168
| Closed | -$385K | – | 3214 |
|
2017
Q4 | $385K | Buy |
20,168
+5,123
| +34% | +$97.8K | ﹤0.01% | 2263 |
|
2017
Q3 | $291K | Buy |
+15,045
| New | +$291K | ﹤0.01% | 2369 |
|
2017
Q1 | – | Sell |
-32,394
| Closed | -$641K | – | 2792 |
|
2016
Q4 | $641K | Buy |
32,394
+1,467
| +5% | +$29K | ﹤0.01% | 1524 |
|
2016
Q3 | $631K | Sell |
30,927
-46
| -0.1% | -$939 | 0.01% | 1522 |
|
2016
Q2 | $647K | Buy |
30,973
+11,573
| +60% | +$242K | 0.01% | 1461 |
|
2016
Q1 | $360K | Buy |
19,400
+986
| +5% | +$18.3K | ﹤0.01% | 2388 |
|
2015
Q4 | $340K | Buy |
+18,414
| New | +$340K | ﹤0.01% | 2453 |
|