WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $20K | Buy |
686
+138
| +25% | +$4.02K | ﹤0.01% | 965 |
|
|
2017
Q1 | $17K | Sell |
548
-26,159
| -98% | -$812K | ﹤0.01% | 929 |
|
|
2016
Q4 | $848K | Buy |
26,707
+10,487
| +65% | +$333K | 0.21% | 119 |
|
|
2016
Q3 | $482K | Buy |
16,220
+14,812
| +1,052% | +$440K | 0.12% | 185 |
|
|
2016
Q2 | $41K | Buy |
1,408
+908
| +182% | +$26.4K | 0.01% | 740 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 992 |
|
|
2015
Q4 | $13K | Sell |
500
-4
| -0.8% | -$104 | ﹤0.01% | 1017 |
|
|
2015
Q3 | $13K | Hold |
504
| – | – | ﹤0.01% | 1028 |
|
|
2015
Q2 | $14K | Sell |
504
-118
| -19% | -$3.28K | ﹤0.01% | 1094 |
|
|
2015
Q1 | $20K | Buy |
622
+2
| +0.3% | +$64 | 0.01% | 991 |
|
|
2014
Q4 | $19K | Buy |
620
+2
| +0.3% | +$61 | ﹤0.01% | 1242 |
|
|
2014
Q3 | $16K | Buy |
618
+114
| +23% | +$2.95K | ﹤0.01% | 1346 |
|
|
2014
Q2 | $15K | Sell |
504
-530
| -51% | -$15.8K | ﹤0.01% | 1363 |
|
|
2014
Q1 | $29K | Buy |
1,034
+10
| +1% | +$280 | 0.01% | 1109 |
|
|
2013
Q4 | $27K | Buy |
1,024
+8
| +0.8% | +$211 | ﹤0.01% | 1227 |
|
|
2013
Q3 | $29K | Buy |
1,016
+9
| +0.9% | +$257 | ﹤0.01% | 1122 |
|
|
2013
Q2 | $26K | Buy |
+1,007
| New | +$26K | ﹤0.01% | 1117 |
|