Alera Investment Advisors’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$376K Buy
1,630
+105
+7% +$24.2K 0.04% 174
2024
Q2
$333K Buy
+1,525
New +$333K 0.04% 182
2019
Q2
Sell
-168
Closed -$14K 467
2019
Q1
$14K Buy
168
+21
+14% +$1.75K 0.01% 384
2018
Q4
$11K Buy
+147
New +$11K 0.01% 408