Navis Wealth Advisors’s Braemar Hotels & Resorts BHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Buy |
12,309
+55
| +0.4% | +$135 | 0.03% | 114 |
|
|
2025
Q1 | $30.5K | Sell |
12,254
-2,959
| -19% | -$7.37K | 0.03% | 104 |
|
|
2024
Q4 | $45.6K | Sell |
15,213
-50,815
| -77% | -$152K | 0.05% | 101 |
|
|
2024
Q3 | $204K | Sell |
66,028
-4,967
| -7% | -$15.3K | 0.22% | 96 |
|
|
2024
Q2 | $181K | Buy |
70,995
+60,995
| +610% | +$156K | 0.21% | 94 |
|
|
2024
Q1 | $20K | Sell |
10,000
-44,374
| -82% | -$88.7K | 0.02% | 96 |
|
|
2023
Q4 | $136K | Hold |
54,374
| – | – | 0.18% | 87 |
|
|
2023
Q3 | $151K | Buy |
+54,374
| New | +$151K | 0.22% | 85 |
|