OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,316
| Closed | -$38K | – | 809 |
|
|
2019
Q2 | $38K | Hold |
3,316
| – | – | ﹤0.01% | 627 |
|
|
2019
Q1 | $38K | Buy |
3,316
+312
| +10% | +$3.58K | 0.01% | 544 |
|
|
2018
Q4 | $29K | Hold |
3,004
| – | – | ﹤0.01% | 583 |
|
|
2018
Q3 | $41K | Hold |
3,004
| – | – | 0.01% | 453 |
|
|
2018
Q2 | $43K | Hold |
3,004
| – | – | 0.01% | 548 |
|
|
2018
Q1 | $41K | Hold |
3,004
| – | – | 0.01% | 577 |
|
|
2017
Q4 | $46K | Hold |
3,004
| – | – | 0.01% | 539 |
|
|
2017
Q3 | $48K | Hold |
3,004
| – | – | 0.02% | 395 |
|
|
2017
Q2 | $56K | Buy |
+3,004
| New | +$56K | 0.02% | 443 |
|