United Capital Financial 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
2019 Q3	–	Sell	-4,000	Closed	-$500K	–	1471
2019 Q2	$500K	Sell	4,000 -349	-8%	-$44.8K	﹤0.01%	1049
2019 Q1	$572K	Buy	4,349 +244	+6%	+$32.2K	﹤0.01%	937
2018 Q4	$490K	Sell	4,105 -2,750	-40%	-$359K	﹤0.01%	925
2018 Q3	$988K	Sell	6,855 -113	-2%	-$16.2K	0.01%	786
2018 Q2	$997K	Sell	6,968 -156	-2%	-$21.1K	0.01%	766
2018 Q1	$903K	Buy	7,124 +233	+3%	+$31.3K	0.01%	795
2017 Q4	$1.03M	Sell	6,891 -681	-9%	-$100K	0.01%	774
2017 Q3	$1.08M	Sell	7,572 -780	-9%	-$110K	0.01%	758
2017 Q2	$1.22M	Buy	8,352 +474	+6%	+$72.4K	0.01%	713
2017 Q1	$1.24M	Buy	7,878 +768	+11%	+$120K	0.01%	689
2016 Q4	$1.13M	Buy	7,110 +329	+5%	+$47.7K	0.01%	723
2016 Q3	$1.01M	Sell	6,781 -189	-3%	-$28.8K	0.01%	771
2016 Q2	$1.01M	Buy	6,970 +306	+5%	+$40.3K	0.01%	732
2016 Q1	$885K	Buy	6,664 +1,219	+22%	+$148K	0.01%	723
2015 Q4	$712K	Buy	5,445 +1,785	+49%	+$240K	0.01%	783
2015 Q3	$465K	Buy	3,660 +783	+27%	+$106K	0.01%	916
2015 Q2	$412K	Buy	2,877 +97	+3%	+$14.7K	﹤0.01%	984
2015 Q1	$415K	Buy	2,780 +140	+5%	+$22.3K	0.01%	976
2014 Q4	$406K	Buy	2,640 +517	+24%	+$76.2K	0.01%	890
2014 Q3	$283K	Buy	+2,123	New	+$307K	﹤0.01%	946