TWA
SVC
TCI Wealth Advisors’s Service Properties Trust SVC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,207
| Closed | -$12K | – | 2001 |
|
2023
Q1 | $12K | Buy |
1,207
+1,007
| +504% | +$10K | ﹤0.01% | 973 |
|
2022
Q4 | $1.46K | Buy |
+200
| New | +$1.46K | ﹤0.01% | 2039 |
|
2021
Q3 | – | Sell |
-323
| Closed | -$4K | – | 2547 |
|
2021
Q2 | $4K | Buy |
323
+179
| +124% | +$2.22K | ﹤0.01% | 1614 |
|
2021
Q1 | $2K | Buy |
+144
| New | +$2K | ﹤0.01% | 1881 |
|
2020
Q2 | – | Sell |
-744
| Closed | -$4K | – | 1640 |
|
2020
Q1 | $4K | Buy |
744
+500
| +205% | +$2.69K | ﹤0.01% | 784 |
|
2019
Q4 | $6K | Sell |
244
-658
| -73% | -$16.2K | ﹤0.01% | 819 |
|
2019
Q3 | $23K | Buy |
902
+672
| +292% | +$17.1K | 0.01% | 463 |
|
2019
Q2 | $6K | Hold |
230
| – | – | ﹤0.01% | 732 |
|
2019
Q1 | $6K | Hold |
230
| – | – | ﹤0.01% | 746 |
|
2018
Q4 | $5K | Hold |
230
| – | – | ﹤0.01% | 773 |
|
2018
Q3 | $7K | Hold |
230
| – | – | ﹤0.01% | 709 |
|
2018
Q2 | $7K | Sell |
230
-350
| -60% | -$10.7K | ﹤0.01% | 711 |
|
2018
Q1 | $15K | Sell |
580
-40
| -6% | -$1.03K | 0.01% | 547 |
|
2017
Q4 | $19K | Hold |
620
| – | – | 0.01% | 510 |
|
2017
Q3 | $18K | Buy |
620
+420
| +210% | +$12.2K | 0.01% | 479 |
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 723 |
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 690 |
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 698 |
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 688 |
|
2016
Q1 | $5K | Buy |
200
+113
| +130% | +$2.83K | ﹤0.01% | 731 |
|
2015
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 887 |
|
2015
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 815 |
|
2015
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 751 |
|
2015
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 682 |
|
2014
Q4 | $3K | Hold |
87
| – | – | ﹤0.01% | 680 |
|
2014
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 755 |
|
2014
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 707 |
|
2014
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 739 |
|
2013
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 724 |
|
2013
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 648 |
|
2013
Q2 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 608 |
|