Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-77
| Closed | -$2K | – | 1016 |
|
|
2019
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 937 |
|
|
2019
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 890 |
|
|
2019
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 948 |
|
|
2018
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 908 |
|
|
2018
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 970 |
|
|
2018
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 986 |
|
|
2018
Q1 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 951 |
|
|
2015
Q1 | $30K | Buy |
909
+405
| +80% | +$13.4K | 0.01% | 608 |
|
|
2014
Q4 | $16K | Hold |
504
| – | – | 0.01% | 770 |
|
|
2014
Q3 | $13K | Hold |
504
| – | – | ﹤0.01% | 726 |
|
|
2014
Q2 | $15K | Hold |
504
| – | – | ﹤0.01% | 712 |
|
|
2014
Q1 | $14K | Hold |
504
| – | – | 0.01% | 562 |
|
|
2013
Q4 | $14K | Sell |
504
-40
| -7% | -$1.11K | 0.01% | 573 |
|
|
2013
Q3 | $15K | Buy |
+544
| New | +$15K | 0.01% | 537 |
|