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SWA
SVC
SOA Wealth Advisors’s
Service Properties Trust
SVC
Stock Holding History
SOA Wealth Advisors’s Portfolio
SVC Stock Details
SVC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$407
Hold
60
–
–
﹤0.01%
785
2025
Q4
$552
Hold
60
–
–
﹤0.01%
777
2025
Q3
$813
Hold
60
–
–
﹤0.01%
776
2025
Q2
$717
Hold
60
–
–
﹤0.01%
770
2025
Q1
$783
Hold
60
–
–
﹤0.01%
760
2024
Q4
$762
Hold
60
–
–
﹤0.01%
753
2024
Q3
$1.37K
Hold
60
–
–
﹤0.01%
699
2024
Q2
$1.54K
Hold
60
–
–
﹤0.01%
699
2024
Q1
$2.03K
Hold
60
–
–
﹤0.01%
708
2023
Q4
$2.56K
Hold
60
–
–
﹤0.01%
672
2023
Q3
$2.31K
Hold
60
–
–
﹤0.01%
702
2023
Q2
$2.61K
Hold
60
–
–
﹤0.01%
695
2023
Q1
$2.99K
Hold
60
–
–
﹤0.01%
680
2022
Q4
$2.19K
Hold
60
–
–
﹤0.01%
729
2022
Q3
$1K
Hold
60
–
–
﹤0.01%
799
2022
Q2
$1K
Hold
60
–
–
﹤0.01%
785
2022
Q1
$2K
Hold
60
–
–
﹤0.01%
822
2021
Q4
$2K
Hold
60
–
–
﹤0.01%
791
2021
Q3
$3K
Hold
60
–
–
﹤0.01%
765
2021
Q2
$3K
Hold
60
–
–
﹤0.01%
741
2021
Q1
$3K
Hold
60
–
–
﹤0.01%
691
2020
Q4
$3K
Buy
+60
New
+$3.05K
﹤0.01%
676
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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