Creative Planning’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.9K | Buy |
+18,447
| New | +$93.9K | ﹤0.01% | 3427 |
|
|
2023
Q3 | – | Sell |
-13,674
| Closed | -$89K | – | 2859 |
|
|
2023
Q2 | $89K | Buy |
+13,674
| New | +$89K | ﹤0.01% | 2348 |
|
|
2017
Q3 | – | Sell |
-415
| Closed | -$8K | – | 2704 |
|
|
2017
Q2 | $8K | Buy |
+415
| New | +$8K | ﹤0.01% | 3701 |
|
|
2017
Q1 | – | Sell |
-1,300
| Closed | -$21K | – | 4584 |
|
|
2016
Q4 | $21K | Buy |
1,300
+1,128
| +656% | +$18.2K | ﹤0.01% | 3012 |
|
|
2016
Q3 | $2K | Buy |
+172
| New | +$2K | ﹤0.01% | 4097 |
|
|
2016
Q1 | – | Sell |
-366
| Closed | -$4K | – | 4284 |
|
|
2015
Q4 | $4K | Buy |
+366
| New | +$4K | ﹤0.01% | 3713 |
|
|
2014
Q1 | – | Sell |
-274
| Closed | -$2K | – | 3577 |
|
|
2013
Q4 | $2K | Sell |
274
-5,342
| -95% | -$39K | ﹤0.01% | 3093 |
|
|
2013
Q3 | $52K | Buy |
+5,616
| New | +$52K | ﹤0.01% | 1480 |
|