VFA
SVC

Valeo Financial Advisors’s Service Properties Trust SVC Stock Holding History

Valeo Financial Advisors’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
-2
Closed – – 1666
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2180
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1838
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2096
2020
Q2 		$0 Sell
2
-40
-95% -$1.39K ﹤0.01% 2153
2020
Q1 		$1K Buy
42
+2
+5% +$179 ﹤0.01% 1715
2019
Q4 		$5K Hold
40
– – ﹤0.01% 1299
2019
Q3 		$5K Hold
40
– – ﹤0.01% 1213
2019
Q2 		$5K Buy
+40
New +$5.13K ﹤0.01% 1227

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RCM
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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
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Dimensional Fund Advisors
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