Concert Wealth Management’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 |
-7,298
| Closed | -$533K | – | 1044 |
|
|
2016
Q2 | $533K | Buy |
7,298
+353
| +5% | +$25.8K | 0.07% | 332 |
|
|
2016
Q1 | $577K | Hold |
6,945
| – | – | 0.08% | 320 |
|
|
2015
Q4 | $484K | Sell |
6,945
-628
| -8% | -$43.8K | 0.06% | 366 |
|
|
2015
Q3 | $507K | Buy |
7,573
+3,270
| +76% | +$219K | 0.07% | 357 |
|
|
2015
Q2 | $346K | Buy |
4,303
+125
| +3% | +$10.1K | 0.04% | 454 |
|
|
2015
Q1 | $330K | Sell |
4,178
-24
| -0.6% | -$1.9K | 0.09% | 273 |
|
|
2014
Q4 | $337K | Sell |
4,202
-77
| -2% | -$6.18K | 0.05% | 420 |
|
|
2014
Q3 | $350K | Buy |
4,279
+82
| +2% | +$6.71K | 0.05% | 350 |
|
|
2014
Q2 | $331K | Sell |
4,197
-84
| -2% | -$6.63K | 0.04% | 392 |
|
|
2014
Q1 | $342K | Sell |
4,281
-147
| -3% | -$11.7K | 0.04% | 370 |
|
|
2013
Q4 | $355K | Buy |
4,428
+4
| +0.1% | +$321 | 0.05% | 337 |
|
|
2013
Q3 | $300K | Buy |
4,424
+125
| +3% | +$8.48K | 0.04% | 367 |
|
|
2013
Q2 | $263K | Buy |
+4,299
| New | +$263K | 0.04% | 373 |
|