Halpern Financial’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-769
| Closed | -$11.2K | – | 326 |
|
|
2022
Q2 | $11.2K | Buy |
+769
| New | +$11.2K | ﹤0.01% | 159 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$10.6K | – | 306 |
|
|
2021
Q3 | $10.6K | Hold |
600
| – | – | ﹤0.01% | 176 |
|
|
2021
Q2 | $11.2K | Hold |
600
| – | – | 0.01% | 142 |
|
|
2021
Q1 | $11.7K | Hold |
600
| – | – | 0.01% | 130 |
|
|
2020
Q4 | $9.12K | Sell |
600
-200
| -25% | -$3.04K | ﹤0.01% | 128 |
|
|
2020
Q3 | $7.02K | Hold |
800
| – | – | ﹤0.01% | 133 |
|
|
2020
Q2 | $7.46K | Sell |
800
-25
| -3% | -$233 | ﹤0.01% | 115 |
|
|
2020
Q1 | $8.5K | Hold |
825
| – | – | 0.01% | 92 |
|
|
2019
Q4 | $17.8K | Buy |
+825
| New | +$17.8K | 0.01% | 89 |
|