EverSource Wealth Advisors’s Summit Hotel Properties INN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1K | Buy |
806
+496
| +160% | +$2.53K | ﹤0.01% | 3236 |
|
|
2025
Q1 | $1.68K | Sell |
310
-466
| -60% | -$2.52K | ﹤0.01% | 3004 |
|
|
2024
Q4 | $5.32K | Sell |
776
-593
| -43% | -$4.06K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $9.39K | Hold |
1,369
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q2 | $8.68K | Hold |
1,369
| – | – | ﹤0.01% | 1929 |
|
|
2024
Q1 | $8.23K | Hold |
1,369
| – | – | ﹤0.01% | 1802 |
|
|
2023
Q4 | $9.2K | Buy |
1,369
+259
| +23% | +$1.74K | ﹤0.01% | 1587 |
|
|
2023
Q3 | $6.44K | Buy |
1,110
+486
| +78% | +$2.82K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $4.06K | Sell |
624
-1,039
| -62% | -$6.76K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $11.6K | Sell |
1,663
-2,497
| -60% | -$17.5K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $30K | Buy |
4,160
+320
| +8% | +$2.31K | ﹤0.01% | 944 |
|
|
2022
Q3 | $26K | Buy |
3,840
+143
| +4% | +$968 | 0.01% | 813 |
|
|
2022
Q2 | $27K | Sell |
3,697
-1,135
| -23% | -$8.29K | 0.01% | 753 |
|
|
2022
Q1 | $48K | Hold |
4,832
| – | – | 0.01% | 471 |
|
|
2021
Q4 | $47K | Buy |
+4,832
| New | +$47K | 0.01% | 437 |
|