Baldwin Wealth Partners’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$25K | – | 549 |
|
|
2020
Q2 | $25K | Hold |
10,000
| – | – | ﹤0.01% | 365 |
|
|
2020
Q1 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 393 |
|
|
2019
Q4 | $68K | Hold |
10,000
| – | – | 0.01% | 280 |
|
|
2019
Q3 | $67K | Hold |
10,000
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $70K | Hold |
10,000
| – | – | 0.01% | 279 |
|
|
2019
Q1 | $68K | Hold |
10,000
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $56K | Hold |
10,000
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $72K | Buy |
+10,000
| New | +$72K | 0.01% | 278 |
|