Creative Planning’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 |
-3,719
| Closed | -$275K | – | 4710 |
|
|
2016
Q2 | $275K | Buy |
3,719
+580
| +18% | +$42.9K | ﹤0.01% | 1091 |
|
|
2016
Q1 | $262K | Sell |
3,139
-4,230
| -57% | -$353K | ﹤0.01% | 1080 |
|
|
2015
Q4 | $511K | Buy |
7,369
+1,841
| +33% | +$128K | ﹤0.01% | 742 |
|
|
2015
Q3 | $367K | Buy |
+5,528
| New | +$367K | ﹤0.01% | 871 |
|
|
2015
Q2 | – | Sell |
-2,924
| Closed | -$244K | – | 3961 |
|
|
2015
Q1 | $244K | Buy |
2,924
+590
| +25% | +$49.2K | ﹤0.01% | 1082 |
|
|
2014
Q4 | $189K | Buy |
2,334
+615
| +36% | +$49.8K | ﹤0.01% | 1168 |
|
|
2014
Q3 | $143K | Sell |
1,719
-737
| -30% | -$61.3K | ﹤0.01% | 1248 |
|
|
2014
Q2 | $199K | Buy |
2,456
+180
| +8% | +$14.6K | ﹤0.01% | 1041 |
|
|
2014
Q1 | $181K | Sell |
2,276
-2,013
| -47% | -$160K | ﹤0.01% | 1048 |
|
|
2013
Q4 | $341K | Buy |
4,289
+353
| +9% | +$28.1K | 0.01% | 639 |
|
|
2013
Q3 | $262K | Buy |
3,936
+1,970
| +100% | +$131K | 0.01% | 664 |
|
|
2013
Q2 | $124K | Buy |
+1,966
| New | +$124K | ﹤0.01% | 876 |
|