Creative Planning’s Braemar Hotels & Resorts BHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,058
| Closed | -$32K | – | 4489 |
|
|
2017
Q1 | $32K | Buy |
3,058
+28
| +0.9% | +$293 | ﹤0.01% | 2757 |
|
|
2016
Q4 | $41K | Hold |
3,030
| – | – | ﹤0.01% | 2530 |
|
|
2016
Q3 | $42K | Buy |
+3,030
| New | +$42K | ﹤0.01% | 2478 |
|
|
2016
Q1 | – | Sell |
-330
| Closed | -$5K | – | 4201 |
|
|
2015
Q4 | $5K | Sell |
330
-202
| -38% | -$3.06K | ﹤0.01% | 3588 |
|
|
2015
Q3 | $7K | Buy |
+532
| New | +$7K | ﹤0.01% | 3376 |
|
|
2014
Q2 | – | Sell |
-101
| Closed | -$2K | – | 3645 |
|
|
2014
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 3256 |
|
|
2013
Q4 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 3081 |
|