Institute for Wealth Management’s Choice Hotels CHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
4,625
-148
| -3% | -$18.8K | 0.07% | 278 |
|
|
2025
Q1 | $634K | Sell |
4,773
-60
| -1% | -$7.97K | 0.08% | 252 |
|
|
2024
Q4 | $686K | Sell |
4,833
-21
| -0.4% | -$2.98K | 0.09% | 234 |
|
|
2024
Q3 | $632K | Sell |
4,854
-131
| -3% | -$17.1K | 0.08% | 249 |
|
|
2024
Q2 | $593K | Sell |
4,985
-19
| -0.4% | -$2.26K | 0.08% | 248 |
|
|
2024
Q1 | $632K | Sell |
5,004
-32
| -0.6% | -$4.04K | 0.08% | 241 |
|
|
2023
Q4 | $571K | Buy |
5,036
+337
| +7% | +$38.2K | 0.09% | 239 |
|
|
2023
Q3 | $576K | Sell |
4,699
-20
| -0.4% | -$2.45K | 0.1% | 230 |
|
|
2023
Q2 | $555K | Sell |
4,719
-204
| -4% | -$24K | 0.09% | 237 |
|
|
2023
Q1 | $577K | Sell |
4,923
-225
| -4% | -$26.4K | 0.11% | 233 |
|
|
2022
Q4 | $580K | Sell |
5,148
-59
| -1% | -$6.65K | 0.12% | 228 |
|
|
2022
Q3 | $570K | Buy |
5,207
+166
| +3% | +$18.2K | 0.13% | 209 |
|
|
2022
Q2 | $563K | Buy |
5,041
+381
| +8% | +$42.6K | 0.11% | 244 |
|
|
2022
Q1 | $661K | Buy |
4,660
+217
| +5% | +$30.8K | 0.11% | 231 |
|
|
2021
Q4 | $693K | Buy |
4,443
+316
| +8% | +$49.3K | 0.11% | 219 |
|
|
2021
Q3 | $522K | Buy |
4,127
+1,374
| +50% | +$174K | 0.09% | 264 |
|
|
2021
Q2 | $327K | Buy |
2,753
+318
| +13% | +$37.8K | 0.06% | 355 |
|
|
2021
Q1 | $261K | Buy |
+2,435
| New | +$261K | 0.05% | 384 |
|