Lee Financial’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-955
| Closed | -$5.54K | – | 894 |
|
|
2023
Q3 | $5.54K | Hold |
955
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $6.22K | Hold |
955
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $6.69K | Hold |
955
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $6.9K | Hold |
955
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $6K | Hold |
955
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $7K | Hold |
955
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $10K | Hold |
955
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $9K | Hold |
955
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $9K | Hold |
955
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $9K | Hold |
955
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $10K | Hold |
955
| – | – | ﹤0.01% | 385 |
|
|
2020
Q4 | $9K | Hold |
955
| – | – | ﹤0.01% | 386 |
|
|
2020
Q3 | $5K | Hold |
955
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $6K | Buy |
955
+170
| +22% | +$1.07K | ﹤0.01% | 423 |
|
|
2020
Q1 | $3K | Hold |
785
| – | – | ﹤0.01% | 412 |
|
|
2019
Q4 | $10K | Hold |
785
| – | – | ﹤0.01% | 347 |
|
|
2019
Q3 | $9K | Hold |
785
| – | – | ﹤0.01% | 361 |
|
|
2019
Q2 | $9K | Hold |
785
| – | – | ﹤0.01% | 366 |
|
|
2019
Q1 | $9K | Hold |
785
| – | – | ﹤0.01% | 355 |
|
|
2018
Q4 | $8K | Hold |
785
| – | – | ﹤0.01% | 315 |
|
|
2018
Q3 | $11K | Buy |
785
+140
| +22% | +$1.96K | ﹤0.01% | 309 |
|
|
2018
Q2 | $9K | Hold |
645
| – | – | ﹤0.01% | 503 |
|
|
2018
Q1 | $9K | Hold |
645
| – | – | ﹤0.01% | 497 |
|
|
2017
Q4 | $10K | Buy |
645
+200
| +45% | +$3.1K | ﹤0.01% | 325 |
|
|
2017
Q3 | $7K | Hold |
445
| – | – | ﹤0.01% | 388 |
|
|
2017
Q2 | $8K | Buy |
+445
| New | +$8K | ﹤0.01% | 356 |
|