Crewe Advisors’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,837
| Closed | -$60K | – | 230 |
|
|
2020
Q1 | $60K | Hold |
5,837
| – | – | 0.04% | 81 |
|
|
2019
Q4 | $126K | Hold |
5,837
| – | – | 0.06% | 68 |
|
|
2019
Q3 | $123K | Hold |
5,837
| – | – | 0.06% | 74 |
|
|
2019
Q2 | $122K | Hold |
5,837
| – | – | 0.04% | 104 |
|
|
2019
Q1 | $128K | Hold |
5,837
| – | – | 0.04% | 76 |
|
|
2018
Q4 | $100K | Hold |
5,837
| – | – | 0.03% | 80 |
|
|
2018
Q3 | $138K | Sell |
5,837
-5,837
| -50% | -$138K | 0.12% | 66 |
|
|
2018
Q2 | $257K | Buy |
11,674
+5,837
| +100% | +$129K | 0.24% | 47 |
|
|
2018
Q1 | $115K | Hold |
5,837
| – | – | 0.11% | 73 |
|
|
2017
Q4 | $126K | Buy |
+5,837
| New | +$126K | 0.12% | 68 |
|