SFS
SVC

Sowell Financial Services’s Service Properties Trust SVC Stock Holding History

Sowell Financial Services’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-99
Closed -$6K – 2455
2021
Q1 		$6K Sell
99
-93
-48% -$5.59K ﹤0.01% 2549
2020
Q4 		$11K Buy
192
+173
+911% +$8.79K ﹤0.01% 1978
2020
Q3 		$1K Hold
19
– – ﹤0.01% 2428
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2367
2020
Q1 		$1K Buy
19
+16
+533% +$1.44K ﹤0.01% 2317
2019
Q4 		$0 Sell
3
-1
-25% -$122 ﹤0.01% 2663
2019
Q3 		$0 Buy
+4
New +$495 ﹤0.01% 2470

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Goldman Sachs
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Geode Capital Management
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Northern Trust
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return