Heritage Wealth Management (Arizona)’s Sunstone Hotel Investors SHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $140K | Sell |
13,391
-1,743
| -12% | -$18.2K | 0.08% | 166 |
|
|
2024
Q1 | $169K | Sell |
15,134
-27
| -0.2% | -$301 | 0.09% | 174 |
|
|
2023
Q4 | $163K | Buy |
+15,161
| New | +$163K | 0.09% | 166 |
|
|
2022
Q4 | $403K | Buy |
41,718
+22,870
| +121% | +$221K | 0.06% | 252 |
|
|
2022
Q3 | $178K | Buy |
18,848
+556
| +3% | +$5.25K | 0.06% | 249 |
|
|
2022
Q2 | $181K | Buy |
18,292
+1,963
| +12% | +$19.5K | 0.06% | 256 |
|
|
2022
Q1 | $192K | Buy |
+16,329
| New | +$192K | 0.05% | 277 |
|
|
2021
Q3 | $81K | Buy |
+6,805
| New | +$81K | 0.03% | 377 |
|