TCI Wealth Advisors’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-241
| Closed | -$12K | – | 2001 |
|
|
2023
Q1 | $12K | Buy |
241
+201
| +503% | +$9.29K | ﹤0.01% | 973 |
|
|
2022
Q4 | $1.46K | Buy |
+40
| New | +$1.47K | ﹤0.01% | 2039 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$4K | – | 2566 |
|
|
2021
Q2 | $4K | Buy |
65
+36
| +124% | +$2.23K | ﹤0.01% | 1632 |
|
|
2021
Q1 | $2K | Buy |
+29
| New | +$1.74K | ﹤0.01% | 1899 |
|
|
2020
Q2 | – | Sell |
-149
| Closed | -$4K | – | 1659 |
|
|
2020
Q1 | $4K | Buy |
149
+100
| +204% | +$8.97K | ﹤0.01% | 794 |
|
|
2019
Q4 | $6K | Sell |
49
-131
| -73% | -$16K | ﹤0.01% | 823 |
|
|
2019
Q3 | $23K | Buy |
180
+134
| +291% | +$16.6K | 0.01% | 467 |
|
|
2019
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 736 |
|
|
2019
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 752 |
|
|
2018
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 781 |
|
|
2018
Q3 | $7K | Hold |
46
| – | – | ﹤0.01% | 719 |
|
|
2018
Q2 | $7K | Sell |
46
-70
| -60% | -$9.45K | ﹤0.01% | 711 |
|
|
2018
Q1 | $15K | Sell |
116
-8
| -6% | -$1.08K | 0.01% | 550 |
|
|
2017
Q4 | $19K | Hold |
124
| – | – | 0.01% | 510 |
|
|
2017
Q3 | $18K | Buy |
124
+84
| +210% | +$11.8K | 0.01% | 480 |
|
|
2017
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 723 |
|
|
2017
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 690 |
|
|
2016
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 742 |
|
|
2016
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 698 |
|
|
2016
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 688 |
|
|
2016
Q1 | $5K | Buy |
40
+23
| +135% | +$2.79K | ﹤0.01% | 731 |
|
|
2015
Q4 | $2K | Sell |
17
-1
| -6% | -$134 | ﹤0.01% | 887 |
|
|
2015
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 815 |
|
|
2015
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 751 |
|
|
2015
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 682 |
|
|
2014
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 680 |
|
|
2014
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 755 |
|
|
2014
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 707 |
|
|
2014
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 739 |
|
|
2013
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 726 |
|
|
2013
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 650 |
|
|
2013
Q2 | $2K | Buy |
+18
| New | +$2.53K | ﹤0.01% | 610 |
|
Other funds holding SVC
N
CM
