SVWAG
SVC
Sound View Wealth Advisors Group’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,250
| Closed | -$105K | – | 260 |
|
|
2020
Q3 | $105K | Sell |
13,250
-2,000
| -13% | -$15.8K | 0.03% | 243 |
|
|
2020
Q2 | $108K | Sell |
15,250
-1,000
| -6% | -$7.08K | 0.03% | 239 |
|
|
2020
Q1 | $88K | Hold |
16,250
| – | – | 0.03% | 210 |
|
|
2019
Q4 | $395K | Sell |
16,250
-1,500
| -8% | -$36.5K | 0.11% | 161 |
|
|
2019
Q3 | $455K | Sell |
17,750
-465
| -3% | -$11.9K | 0.14% | 147 |
|
|
2019
Q2 | $455K | Buy |
+18,215
| New | +$455K | 0.13% | 152 |
|