Mount Yale Investment Advisors’s Choice Hotels CHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,629
Closed -$690K 503
2023
Q3
$690K Buy
5,629
+24
+0.4% +$2.94K 0.08% 250
2023
Q2
$659K Buy
5,605
+1,555
+38% +$183K 0.07% 271
2023
Q1
$475K Buy
4,050
+1,116
+38% +$131K 0.05% 306
2022
Q4
$330K Buy
+2,934
New +$330K 0.04% 342