JFS Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $96.4K | Hold |
1,187
| – | – | 0.01% | 376 |
|
2025
Q1 | $107K | Buy |
1,187
+2
| +0.2% | +$181 | 0.01% | 363 |
|
2024
Q4 | $119K | Hold |
1,185
| – | – | 0.01% | 342 |
|
2024
Q3 | $92.6K | Buy |
1,185
+2
| +0.2% | +$156 | 0.01% | 373 |
|
2024
Q2 | $87.5K | Buy |
1,183
+1
| +0.1% | +$74 | 0.01% | 328 |
|
2024
Q1 | $90.7K | Sell |
1,182
-6
| -0.5% | -$461 | 0.01% | 332 |
|
2023
Q4 | $95.5K | Buy |
1,188
+15
| +1% | +$1.21K | 0.01% | 311 |
|
2023
Q3 | $81.6K | Buy |
1,173
+11
| +0.9% | +$765 | 0.01% | 303 |
|
2023
Q2 | $79.7K | Hold |
1,162
| – | – | 0.01% | 305 |
|
2023
Q1 | $78.8K | Sell |
1,162
-10
| -0.9% | -$679 | 0.01% | 309 |
|
2022
Q4 | $83.6K | Sell |
1,172
-2
| -0.2% | -$143 | 0.01% | 301 |
|
2022
Q3 | $72K | Buy |
1,174
+33
| +3% | +$2.02K | 0.01% | 323 |
|
2022
Q2 | $75K | Sell |
1,141
-27
| -2% | -$1.78K | 0.01% | 330 |
|
2022
Q1 | $99K | Buy |
1,168
+26
| +2% | +$2.2K | 0.01% | 306 |
|
2021
Q4 | $102K | Buy |
1,142
+16
| +1% | +$1.43K | 0.01% | 303 |
|
2021
Q3 | $87K | Buy |
+1,126
| New | +$87K | 0.01% | 335 |
|