Edmunds White Partners’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.24M | Sell |
415,103
-23,054
| -5% | -$180K | 4.68% | 7 |
|
|
2014
Q2 | $3.43M | Sell |
438,157
-21,553
| -5% | -$169K | 5.8% | 5 |
|
|
2014
Q1 | $2.93M | Hold |
459,710
| – | – | 4.01% | 8 |
|
|
2013
Q4 | $2.67M | Sell |
459,710
-7,023
| -2% | -$40.7K | 3.67% | 10 |
|
|
2013
Q3 | $2.21M | Buy |
466,733
+100
| +0% | +$474 | 3.66% | 9 |
|
|
2013
Q2 | $2.08M | Buy |
+466,633
| New | +$2.08M | 3.37% | 11 |
|