J.P. Morgan Private Wealth Advisors’s Summit Hotel Properties INN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $81.9K | Sell |
14,120
-20,309
| -59% | -$118K | ﹤0.01% | 1694 |
|
|
2023
Q2 | $224K | Sell |
34,429
-1,851
| -5% | -$12.1K | ﹤0.01% | 1351 |
|
|
2023
Q1 | $254K | Sell |
36,280
-1,320
| -4% | -$9.24K | ﹤0.01% | 1743 |
|
|
2022
Q4 | $271K | Sell |
37,600
-98,409
| -72% | -$711K | ﹤0.01% | 1692 |
|
|
2022
Q3 | $914K | Buy |
136,009
+2,775
| +2% | +$18.6K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $969K | Buy |
133,234
+5,008
| +4% | +$36.4K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $1.28M | Buy |
128,226
+6,680
| +5% | +$66.5K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $1.19M | Sell |
121,546
-25,302
| -17% | -$247K | ﹤0.01% | 1156 |
|
|
2021
Q3 | $1.41M | Buy |
146,848
+3,507
| +2% | +$33.8K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $1.34M | Buy |
143,341
+30,706
| +27% | +$286K | ﹤0.01% | 1053 |
|
|
2021
Q1 | $1.14M | Buy |
112,635
+589
| +0.5% | +$5.98K | ﹤0.01% | 979 |
|
|
2020
Q4 | $1.01M | Buy |
112,046
+2,096
| +2% | +$18.9K | ﹤0.01% | 1005 |
|
|
2020
Q3 | $570K | Sell |
109,950
-2,283
| -2% | -$11.8K | ﹤0.01% | 1100 |
|
|
2020
Q2 | $666K | Buy |
112,233
+67,681
| +152% | +$402K | ﹤0.01% | 966 |
|
|
2020
Q1 | $188K | Buy |
44,552
+27,401
| +160% | +$116K | ﹤0.01% | 1305 |
|
|
2019
Q4 | $212K | Sell |
17,151
-3,073
| -15% | -$38K | ﹤0.01% | 1377 |
|
|
2019
Q3 | $235K | Buy |
+20,224
| New | +$235K | ﹤0.01% | 1284 |
|
|
2019
Q1 | – | Sell |
-12,595
| Closed | -$123K | – | 1484 |
|
|
2018
Q4 | $123K | Buy |
12,595
+641
| +5% | +$6.26K | ﹤0.01% | 1381 |
|
|
2018
Q3 | $162K | Buy |
+11,954
| New | +$162K | ﹤0.01% | 1498 |
|