Sequoia Financial Advisors’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,365
| Closed | -$47.3K | – | 1396 |
|
|
2024
Q3 | $47.3K | Sell |
10,365
-2,781
| -21% | -$12.7K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $67.6K | Buy |
+13,146
| New | +$67.6K | ﹤0.01% | 1173 |
|
|
2022
Q2 | – | Sell |
-10,327
| Closed | -$91K | – | 675 |
|
|
2022
Q1 | $91K | Buy |
+10,327
| New | +$91K | ﹤0.01% | 644 |
|
|
2017
Q2 | – | Sell |
-6,707
| Closed | -$211K | – | 299 |
|
|
2017
Q1 | $211K | Buy |
+6,707
| New | +$211K | 0.03% | 253 |
|