Geneos Wealth Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-125
Closed -$1.23K 2199
2023
Q3
$1.23K Hold
125
﹤0.01% 2002
2023
Q2
$761 Hold
125
﹤0.01% 2041
2023
Q1
$840 Hold
125
﹤0.01% 2011
2022
Q4
$1.07K Hold
125
﹤0.01% 1957
2022
Q3
$0 Sell
125
-100
-44% ﹤0.01% 2688
2022
Q2
$2K Hold
225
﹤0.01% 2447
2022
Q1
$2K Sell
225
-125
-36% -$1.11K ﹤0.01% 2592
2021
Q4
$3K Hold
350
﹤0.01% 2551
2021
Q3
$3K Hold
350
﹤0.01% 2615
2021
Q2
$3K Hold
350
﹤0.01% 2619
2021
Q1
$4K Sell
350
-50
-13% -$571 ﹤0.01% 2759
2020
Q4
$4K Hold
400
﹤0.01% 2579
2020
Q3
$2K Sell
400
-125
-24% -$625 ﹤0.01% 2470
2020
Q2
$2K Hold
525
﹤0.01% 2403
2020
Q1
$2K Hold
525
﹤0.01% 2315
2019
Q4
$7K Hold
525
﹤0.01% 2118
2019
Q3
$7K Hold
525
﹤0.01% 2033
2019
Q2
$8K Hold
525
﹤0.01% 1999
2019
Q1
$8K Hold
525
﹤0.01% 1926
2018
Q4
$9K Sell
525
-125
-19% -$2.14K ﹤0.01% 1836
2018
Q3
$14K Sell
650
-250
-28% -$5.39K ﹤0.01% 1735
2018
Q2
$19K Hold
900
﹤0.01% 1481
2018
Q1
$16K Hold
900
﹤0.01% 1496
2017
Q4
$15K Hold
900
﹤0.01% 1505
2017
Q3
$16K Hold
900
﹤0.01% 1425
2017
Q2
$16K Hold
900
﹤0.01% 1370
2017
Q1
$16K Hold
900
﹤0.01% 1335
2016
Q4
$19K Hold
900
﹤0.01% 1215
2016
Q3
$16K Hold
900
﹤0.01% 1224
2016
Q2
$16K Sell
900
-150
-14% -$2.67K ﹤0.01% 1195
2016
Q1
$21K Buy
+1,050
New +$21K ﹤0.01% 1083