Mount Yale Investment Advisors’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,652
| Closed | -$112K | – | 1503 |
|
|
2025
Q1 | $112K | Buy |
20,652
+200
| +1% | +$1.08K | 0.01% | 524 |
|
|
2024
Q4 | $140K | Buy |
+20,452
| New | +$140K | 0.01% | 531 |
|
|
2024
Q3 | – | Sell |
-20,392
| Closed | -$122K | – | 562 |
|
|
2024
Q2 | $122K | Sell |
20,392
-121
| -0.6% | -$725 | 0.01% | 524 |
|
|
2024
Q1 | $134K | Buy |
20,513
+10,312
| +101% | +$67.1K | 0.01% | 524 |
|
|
2023
Q4 | $68.5K | Sell |
10,201
-11,333
| -53% | -$76.2K | 0.01% | 487 |
|
|
2023
Q3 | $125K | Sell |
21,534
-591
| -3% | -$3.43K | 0.01% | 488 |
|
|
2023
Q2 | $144K | Sell |
22,125
-1,326
| -6% | -$8.63K | 0.02% | 468 |
|
|
2023
Q1 | $164K | Sell |
23,451
-1,154
| -5% | -$8.08K | 0.02% | 468 |
|
|
2022
Q4 | $178K | Buy |
24,605
+5,390
| +28% | +$38.9K | 0.02% | 435 |
|
|
2022
Q3 | $129K | Sell |
19,215
-268
| -1% | -$1.8K | 0.02% | 433 |
|
|
2022
Q2 | $142K | Buy |
19,483
+1,776
| +10% | +$12.9K | 0.02% | 447 |
|
|
2022
Q1 | $176K | Buy |
17,707
+73
| +0.4% | +$726 | 0.02% | 458 |
|
|
2021
Q4 | $172K | Sell |
17,634
-284
| -2% | -$2.77K | 0.02% | 442 |
|
|
2021
Q3 | $173K | Sell |
17,918
-107
| -0.6% | -$1.03K | 0.02% | 449 |
|
|
2021
Q2 | $168K | Sell |
18,025
-4,628
| -20% | -$43.1K | 0.02% | 416 |
|
|
2021
Q1 | $230K | Sell |
22,653
-884
| -4% | -$8.98K | 0.03% | 375 |
|
|
2020
Q4 | $212K | Buy |
23,537
+5,324
| +29% | +$48K | 0.03% | 367 |
|
|
2020
Q3 | $94K | Buy |
18,213
+131
| +0.7% | +$676 | 0.01% | 346 |
|
|
2020
Q2 | $107K | Buy |
+18,082
| New | +$107K | 0.02% | 327 |
|