JWM
INN
Jacobus Wealth Management’s Summit Hotel Properties INN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-60,936
| Closed | -$802K | – | 211 |
|
|
2016
Q3 | $802K | Hold |
60,936
| – | – | 0.23% | 75 |
|
|
2016
Q2 | $807K | Hold |
60,936
| – | – | 0.25% | 76 |
|
|
2016
Q1 | $729K | Hold |
60,936
| – | – | 0.21% | 89 |
|
|
2015
Q4 | $728K | Hold |
60,936
| – | – | 0.21% | 93 |
|
|
2015
Q3 | $711K | Hold |
60,936
| – | – | 0.21% | 86 |
|
|
2015
Q2 | $793K | Hold |
60,936
| – | – | 0.2% | 91 |
|
|
2015
Q1 | $857K | Hold |
60,936
| – | – | 0.22% | 81 |
|
|
2014
Q4 | $758K | Hold |
60,936
| – | – | 0.2% | 85 |
|
|
2014
Q3 | $657K | Buy |
+60,936
| New | +$657K | 0.18% | 104 |
|