Creative Planning’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,205
| Closed | -$65K | – | 1927 |
|
|
2020
Q1 | $65K | Buy |
+18,205
| New | +$65K | ﹤0.01% | 1578 |
|
|
2016
Q1 | – | Sell |
-392
| Closed | -$9K | – | 4430 |
|
|
2015
Q4 | $9K | Buy |
392
+32
| +9% | +$735 | ﹤0.01% | 3329 |
|
|
2015
Q3 | $8K | Buy |
+360
| New | +$8K | ﹤0.01% | 3337 |
|
|
2015
Q2 | – | Sell |
-598
| Closed | -$15K | – | 3064 |
|
|
2015
Q1 | $15K | Buy |
598
+255
| +74% | +$6.4K | ﹤0.01% | 2909 |
|
|
2014
Q4 | $10K | Buy |
343
+100
| +41% | +$2.92K | ﹤0.01% | 3089 |
|
|
2014
Q3 | $6K | Hold |
243
| – | – | ﹤0.01% | 3171 |
|
|
2014
Q2 | $7K | Hold |
243
| – | – | ﹤0.01% | 2989 |
|
|
2014
Q1 | $6K | Hold |
243
| – | – | ﹤0.01% | 2955 |
|
|
2013
Q4 | $5K | Hold |
243
| – | – | ﹤0.01% | 2856 |
|
|
2013
Q3 | $5K | Hold |
243
| – | – | ﹤0.01% | 2747 |
|
|
2013
Q2 | $5K | Buy |
+243
| New | +$5K | ﹤0.01% | 2569 |
|