Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-3,974
| Closed | -$105K | – | 1866 |
|
|
2019
Q1 | $105K | Sell |
3,974
-67
| -2% | -$1.77K | 0.01% | 626 |
|
|
2018
Q4 | $96K | Buy |
4,041
+3,464
| +600% | +$82.3K | 0.01% | 613 |
|
|
2018
Q3 | $17K | Sell |
577
-40
| -6% | -$1.18K | ﹤0.01% | 1371 |
|
|
2018
Q2 | $18K | Buy |
617
+27
| +5% | +$788 | ﹤0.01% | 1354 |
|
|
2018
Q1 | $15K | Sell |
590
-218
| -27% | -$5.54K | ﹤0.01% | 1411 |
|
|
2017
Q4 | $24K | Buy |
808
+335
| +71% | +$9.95K | ﹤0.01% | 1271 |
|
|
2017
Q3 | $13K | Sell |
473
-16
| -3% | -$440 | ﹤0.01% | 1480 |
|
|
2017
Q2 | $14K | Buy |
489
+30
| +7% | +$859 | ﹤0.01% | 1406 |
|
|
2017
Q1 | $14K | Sell |
459
-43
| -9% | -$1.31K | ﹤0.01% | 1209 |
|
|
2016
Q4 | $16K | Buy |
502
+167
| +50% | +$5.32K | ﹤0.01% | 1089 |
|
|
2016
Q3 | $16K | Sell |
335
-2
| -0.6% | -$96 | ﹤0.01% | 1127 |
|
|
2016
Q2 | $16K | Sell |
337
-8
| -2% | -$380 | ﹤0.01% | 1078 |
|
|
2016
Q1 | $15K | Hold |
345
| – | – | ﹤0.01% | 1079 |
|
|
2015
Q4 | $15K | Buy |
+345
| New | +$15K | ﹤0.01% | 1075 |
|