MPS Loria Financial Planners’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,909
| Closed | -$95K | – | 568 |
|
|
2021
Q1 | $95K | Sell |
4,909
-1,065
| -18% | -$20.6K | 0.04% | 119 |
|
|
2020
Q4 | $88K | Sell |
5,974
-421
| -7% | -$6.2K | 0.04% | 121 |
|
|
2020
Q3 | $56K | Sell |
6,395
-40
| -0.6% | -$350 | 0.03% | 143 |
|
|
2020
Q2 | $60K | Buy |
+6,435
| New | +$60K | 0.03% | 135 |
|
|
2017
Q3 | – | Sell |
-5,672
| Closed | -$111K | – | 350 |
|
|
2017
Q2 | $111K | Buy |
+5,672
| New | +$111K | 0.07% | 109 |
|