Mount Yale Investment Advisors’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $140K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $122K | Sell |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | $68.5K | Sell |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $144K | Sell |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $172K | Sell |
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|
2021
Q3 | $173K | Sell |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | $107K | Buy |
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