FP
Fiduciary Planning’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,803
| Closed | -$437K | – | 43 |
|
|
2021
Q4 | $437K | Sell |
2,803
-5,992
| -68% | -$934K | 0.25% | 37 |
|
|
2021
Q3 | $1.16M | Sell |
8,795
-1,152
| -12% | -$152K | 0.62% | 19 |
|
|
2021
Q2 | $1.2M | Sell |
9,947
-6,066
| -38% | -$732K | 1.04% | 24 |
|
|
2021
Q1 | $1.94M | Buy |
16,013
+770
| +5% | +$93.1K | 2.93% | 12 |
|
|
2020
Q4 | $1.7M | Buy |
15,243
+622
| +4% | +$69.2K | 2.39% | 16 |
|
|
2020
Q3 | $1.25M | Buy |
14,621
+1,087
| +8% | +$92.7K | 2.06% | 20 |
|
|
2020
Q2 | $1.02M | Buy |
13,534
+855
| +7% | +$64.2K | 2.24% | 20 |
|
|
2020
Q1 | $865K | Buy |
+12,679
| New | +$865K | 1.62% | 22 |
|