SFS
SEVN
Shaker Financial Services’s Seven Hills Realty Trust SEVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,884
| Closed | -$482K | – | 185 |
|
|
2019
Q4 | $482K | Buy |
+23,884
| New | +$482K | 0.22% | 96 |
|
|
2018
Q4 | – | Sell |
-14,156
| Closed | -$255K | – | 151 |
|
|
2018
Q3 | $255K | Buy |
+14,156
| New | +$255K | 0.12% | 107 |
|
|
2018
Q1 | – | Sell |
-14,981
| Closed | -$286K | – | 131 |
|
|
2017
Q4 | $286K | Sell |
14,981
-13,292
| -47% | -$254K | 0.14% | 107 |
|
|
2017
Q3 | $546K | Buy |
+28,273
| New | +$546K | 0.29% | 77 |
|
|
2016
Q4 | – | Sell |
-21,946
| Closed | -$477K | – | 131 |
|
|
2016
Q3 | $477K | Sell |
21,946
-222
| -1% | -$4.83K | 0.31% | 80 |
|
|
2016
Q2 | $475K | Buy |
22,168
+4,500
| +25% | +$96.4K | 0.33% | 77 |
|
|
2016
Q1 | $341K | Buy |
+17,668
| New | +$341K | 0.25% | 65 |
|
|
2015
Q3 | – | Sell |
-29,431
| Closed | -$546K | – | 127 |
|
|
2015
Q2 | $546K | Buy |
29,431
+15,342
| +109% | +$285K | 0.34% | 78 |
|
|
2015
Q1 | $297K | Buy |
+14,089
| New | +$297K | 0.18% | 100 |
|