Lenox Wealth Management’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 588 |
|
2020
Q1 | – | Sell |
-368
| Closed | -$41K | – | 727 |
|
2019
Q4 | $41K | Buy |
368
+83
| +29% | +$9.25K | 0.01% | 285 |
|
2019
Q3 | $26K | Sell |
285
-2
| -0.7% | -$182 | 0.01% | 326 |
|
2019
Q2 | $28K | Buy |
+287
| New | +$28K | 0.01% | 304 |
|
2019
Q1 | – | Sell |
-227
| Closed | -$6K | – | 691 |
|
2018
Q4 | $6K | Sell |
227
-29
| -11% | -$767 | ﹤0.01% | 442 |
|
2018
Q3 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 455 |
|