Navis Wealth Advisors’s Ashford Hospitality Trust AHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3K | Sell |
14,328
-12,962
| -47% | -$78K | 0.07% | 112 |
|
|
2025
Q1 | $196K | Sell |
27,290
-8,850
| -24% | -$63.5K | 0.19% | 98 |
|
|
2024
Q4 | $260K | Buy |
36,140
+13,599
| +60% | +$97.8K | 0.28% | 83 |
|
|
2024
Q3 | $169K | Buy |
22,541
+4,520
| +25% | +$33.8K | 0.18% | 100 |
|
|
2024
Q2 | $175K | Buy |
18,021
+7,515
| +72% | +$73K | 0.2% | 95 |
|
|
2024
Q1 | $144K | Buy |
+10,506
| New | +$144K | 0.17% | 93 |
|
|
2021
Q3 | – | Sell |
-217
| Closed | -$99K | – | 109 |
|
|
2021
Q2 | $99K | Buy |
+217
| New | +$99K | 0.08% | 100 |
|