NewEdge Advisors’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07K | Sell |
448
-300
| -40% | -$717 | ﹤0.01% | 3712 |
|
|
2025
Q1 | $1.95K | Hold |
748
| – | – | ﹤0.01% | 3517 |
|
|
2024
Q4 | $1.9K | Buy |
748
+300
| +67% | +$762 | ﹤0.01% | 3459 |
|
|
2024
Q3 | $2.04K | Hold |
448
| – | – | ﹤0.01% | 3378 |
|
|
2024
Q2 | $2.3K | Hold |
448
| – | – | ﹤0.01% | 3302 |
|
|
2024
Q1 | $3.04K | Hold |
448
| – | – | ﹤0.01% | 3287 |
|
|
2023
Q4 | $3.83K | Sell |
448
-49,052
| -99% | -$419K | ﹤0.01% | 3197 |
|
|
2023
Q3 | $381K | Hold |
49,500
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q2 | $430K | Hold |
49,500
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q1 | $493K | Sell |
49,500
-725
| -1% | -$7.22K | 0.01% | 1120 |
|
|
2022
Q4 | $5.65K | Buy |
50,225
+8,725
| +21% | +$981 | ﹤0.01% | 2551 |
|
|
2022
Q3 | $215K | Buy |
41,500
+10,000
| +32% | +$51.8K | ﹤0.01% | 1343 |
|
|
2022
Q2 | $165K | Buy |
31,500
+10,000
| +47% | +$52.4K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $190K | Hold |
21,500
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q4 | $189K | Sell |
21,500
-5,000
| -19% | -$44K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $297K | Sell |
26,500
-331
| -1% | -$3.71K | 0.01% | 906 |
|
|
2021
Q2 | $338K | Buy |
26,831
+5,000
| +23% | +$63K | 0.01% | 858 |
|
|
2021
Q1 | $259K | Buy |
21,831
+4,827
| +28% | +$57.3K | 0.01% | 863 |
|
|
2020
Q4 | $195K | Buy |
17,004
+330
| +2% | +$3.78K | 0.01% | 897 |
|
|
2020
Q3 | $133K | Hold |
16,674
| – | – | ﹤0.01% | 861 |
|
|
2020
Q2 | $118K | Buy |
+16,674
| New | +$118K | ﹤0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-51,566
| Closed | -$1.25M | – | 895 |
|
|
2019
Q4 | $1.25M | Buy |
51,566
+167
| +0.3% | +$4.06K | 0.05% | 317 |
|
|
2019
Q3 | $1.33M | Sell |
51,399
-4,275
| -8% | -$110K | 0.06% | 291 |
|
|
2019
Q2 | $1.39M | Hold |
55,674
| – | – | 0.09% | 227 |
|
|
2019
Q1 | $1.47M | Hold |
55,674
| – | – | 0.09% | 220 |
|
|
2018
Q4 | $1.33K | Buy |
+55,674
| New | +$1.33K | 0.09% | 203 |
|
|
2017
Q3 | – | Sell |
-657
| Closed | -$18.8K | – | 1030 |
|
|
2017
Q2 | $18.8K | Buy |
+657
| New | +$18.8K | ﹤0.01% | 760 |
|