MWM
SVC
Moran Wealth Management’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-251,534
| Closed | -$2.19M | – | 424 |
|
|
2023
Q2 | $2.19M | Sell |
251,534
-17,249
| -6% | -$150K | 0.08% | 216 |
|
|
2023
Q1 | $2.68M | Buy |
268,783
+39,399
| +17% | +$392K | 0.1% | 199 |
|
|
2022
Q4 | $1.67M | Buy |
+229,384
| New | +$1.67M | 0.06% | 223 |
|