Cary Street Partners Investment Advisory’s Choice Hotels CHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27K | Buy |
10
+4
| +67% | +$508 | ﹤0.01% | 576 |
|
2025
Q1 | $797 | Buy |
+6
| New | +$797 | ﹤0.01% | 560 |
|
2024
Q4 | – | Sell |
-1,706
| Closed | -$222K | – | 544 |
|
2024
Q3 | $222K | Hold |
1,706
| – | – | 0.01% | 704 |
|
2024
Q2 | $203K | Buy |
1,706
+6
| +0.4% | +$714 | 0.01% | 712 |
|
2024
Q1 | $215K | Buy |
+1,700
| New | +$215K | 0.01% | 658 |
|
2023
Q4 | – | Sell |
-1,810
| Closed | -$222K | – | 820 |
|
2023
Q3 | $222K | Hold |
1,810
| – | – | 0.01% | 530 |
|
2023
Q2 | $213K | Buy |
1,810
+1,800
| +18,000% | +$212K | 0.01% | 495 |
|
2023
Q1 | $1.17K | Hold |
10
| – | – | ﹤0.01% | 1556 |
|
2022
Q4 | $1.13K | Buy |
+10
| New | +$1.13K | ﹤0.01% | 1573 |
|
2021
Q1 | – | Sell |
-5,248
| Closed | -$560K | – | 326 |
|
2020
Q4 | $560K | Buy |
+5,248
| New | +$560K | 0.11% | 170 |
|