Lenox Wealth Advisors’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-94
| Closed | -$1K | – | 874 |
|
2021
Q4 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 853 |
|
2020
Q2 | – | Sell |
-522
| Closed | -$2K | – | 689 |
|
2020
Q1 | $2K | Buy |
522
+255
| +96% | +$977 | ﹤0.01% | 587 |
|
2019
Q4 | $3K | Hold |
267
| – | – | ﹤0.01% | 543 |
|
2019
Q3 | $3K | Buy |
+267
| New | +$3K | ﹤0.01% | 454 |
|
2019
Q2 | – | Sell |
-278
| Closed | -$3K | – | 492 |
|
2019
Q1 | $3K | Buy |
+278
| New | +$3K | ﹤0.01% | 461 |
|