Marks Wealth’s Ashford Hospitality Trust AHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,590
| Closed | -$205K | – | 8 |
|
|
2022
Q4 | $205K | Hold |
4,590
| – | – | 0.86% | 10 |
|
|
2022
Q3 | $313K | Hold |
4,590
| – | – | 0.47% | 7 |
|
|
2022
Q2 | $274K | Hold |
4,590
| – | – | 0.32% | 14 |
|
|
2022
Q1 | $468K | Hold |
4,590
| – | – | 0.14% | 23 |
|
|
2021
Q4 | $441K | Hold |
4,590
| – | – | 0.14% | 25 |
|
|
2021
Q3 | $676K | Buy |
4,590
+2,652
| +137% | +$391K | 0.22% | 19 |
|
|
2021
Q2 | $884K | Buy |
+1,938
| New | +$884K | 0.3% | 23 |
|