Baldwin Wealth Partners’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-100
| Closed | -$7K | – | 589 |
|
2016
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
2016
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 425 |
|
2014
Q4 | – | Sell |
-16,533
| Closed | -$1.38M | – | 275 |
|
2014
Q3 | $1.38M | Buy |
16,533
+350
| +2% | +$29.1K | 0.2% | 106 |
|
2014
Q2 | $1.31M | Buy |
16,183
+4,830
| +43% | +$390K | 0.19% | 105 |
|
2014
Q1 | $904K | Buy |
+11,353
| New | +$904K | 0.15% | 133 |
|