Private Wealth Management Group’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 | $641 | Buy |
+268
| New | +$641 | ﹤0.01% | 1374 |
|
|
2024
Q4 | – | Sell |
-187
| Closed | -$853 | – | 1570 |
|
|
2024
Q3 | $853 | Sell |
187
-211
| -53% | -$962 | ﹤0.01% | 1328 |
|
|
2024
Q2 | $2.05K | Buy |
398
+315
| +380% | +$1.62K | ﹤0.01% | 1037 |
|
|
2024
Q1 | $563 | Hold |
83
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q4 | $709 | Buy |
+83
| New | +$709 | ﹤0.01% | 1377 |
|