Laurel Wealth Advisors (California)’s Sotherly Hotels SOHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-117,500
Closed -$659K 416
2018
Q4
$659K Hold
117,500
0.2% 124
2018
Q3
$846K Hold
117,500
0.21% 119
2018
Q2
$820K Sell
117,500
-1,300
-1% -$8.84K 0.22% 114
2018
Q1
$822K Hold
118,800
0.25% 104
2017
Q4
$766K Sell
118,800
-17,000
-13% -$109K 0.22% 108
2017
Q3
$798K Hold
135,800
0.27% 97
2017
Q2
$920K Hold
135,800
0.33% 86
2017
Q1
$869K Sell
135,800
-650
-0.5% -$4.49K 0.34% 83
2016
Q4
$926K Sell
136,450
-5,000
-4% -$27.6K 0.42% 72
2016
Q3
$747K Hold
141,450
0.36% 78
2016
Q2
$798K Sell
141,450
-2,100
-1% -$11K 0.39% 72
2016
Q1
$738K Sell
143,550
-6,500
-4% -$35K 0.38% 75
2015
Q4
$924K Buy
+150,050
New +$942K 0.48% 62

Other funds holding SOHO