LWA
SOHO
Lowe Wealth Advisors’s Sotherly Hotels SOHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,291
| Closed | -$16K | – | 296 |
|
|
2021
Q2 | $16K | Hold |
5,291
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $18K | Hold |
5,291
| – | – | 0.01% | 140 |
|
|
2020
Q4 | $13K | Hold |
5,291
| – | – | 0.01% | 158 |
|
|
2020
Q3 | $10K | Hold |
5,291
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $13K | Hold |
5,291
| – | – | 0.01% | 133 |
|
|
2020
Q1 | $8K | Buy |
+5,291
| New | +$8K | 0.01% | 165 |
|