MWAC
SVC
Mariner Wealth Advisors (Cincinnati)’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $666K | Sell |
23,110
-15,185
| -40% | -$438K | 0.04% | 163 |
|
|
2018
Q2 | $1.1M | Buy |
38,295
+6,385
| +20% | +$183K | 0.06% | 128 |
|
|
2018
Q1 | $809K | Sell |
31,910
-35,450
| -53% | -$899K | 0.05% | 141 |
|
|
2017
Q4 | $2.01M | Sell |
67,360
-37,800
| -36% | -$1.13M | 0.12% | 90 |
|
|
2017
Q3 | $3M | Buy |
105,160
+9,500
| +10% | +$271K | 0.19% | 81 |
|
|
2017
Q2 | $2.79M | Sell |
95,660
-5,200
| -5% | -$152K | 0.19% | 85 |
|
|
2017
Q1 | $3.18M | Sell |
100,860
-19,300
| -16% | -$609K | 0.23% | 81 |
|
|
2016
Q4 | $3.81M | Sell |
120,160
-37,800
| -24% | -$1.2M | 0.3% | 77 |
|
|
2016
Q3 | $4.7M | Buy |
157,960
+9,350
| +6% | +$278K | 0.4% | 64 |
|
|
2016
Q2 | $4.28M | Buy |
148,610
+15,000
| +11% | +$432K | 0.38% | 67 |
|
|
2016
Q1 | $3.55M | Buy |
133,610
+9,450
| +8% | +$251K | 0.35% | 66 |
|
|
2015
Q4 | $3.25M | Buy |
+124,160
| New | +$3.25M | 0.32% | 67 |
|