Mark Sheptoff Financial Planning’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-50
| Closed | -$5K | – | 369 |
|
|
2019
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 292 |
|
|
2019
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 303 |
|
|
2015
Q4 | – | Sell |
-533
| Closed | -$37K | – | 399 |
|
|
2015
Q3 | $37K | Sell |
533
-1,580
| -75% | -$110K | 0.03% | 178 |
|
|
2015
Q2 | $175K | Buy |
+2,113
| New | +$175K | 0.14% | 109 |
|