Carson Wealth (CWM LLC)’s Summit Hotel Properties INN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Buy |
18,437
+16,310
| +767% | +$83.2K | ﹤0.01% | 2780 |
|
|
2025
Q1 | $12K | Sell |
2,127
-2,300
| -52% | -$13K | ﹤0.01% | 4005 |
|
|
2024
Q4 | $30K | Sell |
4,427
-262
| -6% | -$1.78K | ﹤0.01% | 3170 |
|
|
2024
Q3 | $32K | Buy |
4,689
+3,950
| +535% | +$27K | ﹤0.01% | 3050 |
|
|
2024
Q2 | $4K | Sell |
739
-196
| -21% | -$1.06K | ﹤0.01% | 3963 |
|
|
2024
Q1 | $6K | Sell |
935
-481
| -34% | -$3.09K | ﹤0.01% | 3580 |
|
|
2023
Q4 | $10K | Buy |
1,416
+191
| +16% | +$1.35K | ﹤0.01% | 3177 |
|
|
2023
Q3 | $7K | Sell |
1,225
-504
| -29% | -$2.88K | ﹤0.01% | 3298 |
|
|
2023
Q2 | $11K | Buy |
1,729
+24
| +1% | +$153 | ﹤0.01% | 3021 |
|
|
2023
Q1 | $12K | Sell |
1,705
-236
| -12% | -$1.66K | ﹤0.01% | 2852 |
|
|
2022
Q4 | $14K | Buy |
1,941
+229
| +13% | +$1.65K | ﹤0.01% | 2605 |
|
|
2022
Q3 | $12K | Buy |
1,712
+1,649
| +2,617% | +$11.6K | ﹤0.01% | 2565 |
|
|
2022
Q2 | $0 | Sell |
63
-707
| -92% | – | ﹤0.01% | 3913 |
|
|
2022
Q1 | $8K | Buy |
770
+295
| +62% | +$3.07K | ﹤0.01% | 2614 |
|
|
2021
Q4 | $5K | Buy |
+475
| New | +$5K | ﹤0.01% | 2721 |
|
|
2021
Q2 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2021
Q1 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q4 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q3 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q2 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q1 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q4 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q3 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q2 | $5K | Hold |
575
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q1 | $5K | Buy |
+575
| New | +$5K | ﹤0.01% | 2345 |
|