Institute for Wealth Management’s Choice Hotels CHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Sell	3,697 -193	-5%	-$20.1K	0.04%	371
2025 Q4	$371K	Sell	3,890 -824	-17%	-$78.4K	0.04%	380
2025 Q3	$504K	Buy	4,714 +89	+2%	+$10.9K	0.05%	321
2025 Q2	$587K	Sell	4,625 -148	-3%	-$18.7K	0.07%	279
2025 Q1	$634K	Sell	4,773 -60	-1%	-$8.55K	0.08%	253
2024 Q4	$686K	Sell	4,833 -21	-0.4%	-$2.97K	0.09%	235
2024 Q3	$632K	Sell	4,854 -131	-3%	-$16.4K	0.08%	249
2024 Q2	$593K	Sell	4,985 -19	-0.4%	-$2.24K	0.08%	248
2024 Q1	$632K	Sell	5,004 -32	-0.6%	-$3.83K	0.08%	244
2023 Q4	$571K	Buy	5,036 +337	+7%	+$38.5K	0.09%	242
2023 Q3	$576K	Sell	4,699 -20	-0.4%	-$2.52K	0.11%	235
2023 Q2	$555K	Sell	4,719 -204	-4%	-$24.5K	0.1%	243
2023 Q1	$577K	Sell	4,923 -225	-4%	-$27K	0.11%	238
2022 Q4	$580K	Sell	5,148 -59	-1%	-$7.05K	0.12%	234
2022 Q3	$570K	Buy	5,207 +166	+3%	+$19K	0.13%	209
2022 Q2	$563K	Buy	5,041 +381	+8%	+$49.5K	0.11%	246
2022 Q1	$661K	Buy	4,660 +217	+5%	+$31.2K	0.11%	234
2021 Q4	$693K	Buy	4,443 +316	+8%	+$45.4K	0.11%	219
2021 Q3	$522K	Buy	4,127 +1,374	+50%	+$164K	0.09%	266
2021 Q2	$327K	Buy	2,753 +318	+13%	+$37K	0.06%	355
2021 Q1	$261K	Buy	+2,435	New	+$259K	0.05%	387