United Capital Financial Advisors’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,000
| Closed | -$500K | – | 1447 |
|
|
2019
Q2 | $500K | Sell |
20,000
-1,746
| -8% | -$43.7K | ﹤0.01% | 1038 |
|
|
2019
Q1 | $572K | Buy |
21,746
+1,219
| +6% | +$32.1K | ﹤0.01% | 930 |
|
|
2018
Q4 | $490K | Sell |
20,527
-13,747
| -40% | -$328K | ﹤0.01% | 925 |
|
|
2018
Q3 | $988K | Sell |
34,274
-566
| -2% | -$16.3K | 0.01% | 786 |
|
|
2018
Q2 | $997K | Sell |
34,840
-780
| -2% | -$22.3K | 0.01% | 766 |
|
|
2018
Q1 | $903K | Buy |
35,620
+1,165
| +3% | +$29.5K | 0.01% | 795 |
|
|
2017
Q4 | $1.03M | Sell |
34,455
-3,403
| -9% | -$102K | 0.01% | 774 |
|
|
2017
Q3 | $1.08M | Sell |
37,858
-3,904
| -9% | -$111K | 0.01% | 758 |
|
|
2017
Q2 | $1.22M | Buy |
41,762
+2,370
| +6% | +$69.1K | 0.01% | 713 |
|
|
2017
Q1 | $1.24M | Buy |
39,392
+3,841
| +11% | +$121K | 0.01% | 689 |
|
|
2016
Q4 | $1.13M | Buy |
35,551
+1,646
| +5% | +$52.2K | 0.01% | 723 |
|
|
2016
Q3 | $1.01M | Sell |
33,905
-947
| -3% | -$28.2K | 0.01% | 771 |
|
|
2016
Q2 | $1.01M | Buy |
34,852
+1,530
| +5% | +$44.4K | 0.01% | 732 |
|
|
2016
Q1 | $885K | Buy |
33,322
+6,098
| +22% | +$162K | 0.01% | 723 |
|
|
2015
Q4 | $712K | Buy |
27,224
+8,923
| +49% | +$233K | 0.01% | 783 |
|
|
2015
Q3 | $465K | Buy |
18,301
+3,917
| +27% | +$99.5K | 0.01% | 916 |
|
|
2015
Q2 | $412K | Buy |
14,384
+483
| +3% | +$13.8K | ﹤0.01% | 984 |
|
|
2015
Q1 | $415K | Buy |
13,901
+703
| +5% | +$21K | 0.01% | 976 |
|
|
2014
Q4 | $406K | Buy |
13,198
+2,584
| +24% | +$79.5K | 0.01% | 890 |
|
|
2014
Q3 | $283K | Buy |
+10,614
| New | +$283K | ﹤0.01% | 946 |
|