Pinnacle Wealth Planning Services’s Xenia Hotels & Resorts XHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69.7K	Buy	4,697 +118	+3%	+$1.78K	0.01%	1010
2025 Q4	$64.7K	Buy	+4,579	New	+$62.5K	0.01%	1031
2021 Q1	–	Sell	-3,048	Closed	-$46K	–	1986
2020 Q4	$46K	Buy	+3,048	New	+$36.5K	0.01%	840
2019 Q3	–	Sell	-28,260	Closed	-$28K	–	215
2019 Q2	$28K	Hold	28,260	–	–	0.02%	176
2019 Q1	$28K	Buy	28,260 +6,075	+27%	+$116K	0.02%	165
2018 Q4	$22K	Sell	22,185 -8,384	-27%	-$170K	0.01%	144
2018 Q3	$31K	Sell	30,569 -851	-3%	-$20.5K	0.03%	177
2018 Q2	$31K	Buy	31,420 +5,985	+24%	+$136K	0.03%	181
2018 Q1	$25K	Sell	25,435 -2,412	-9%	-$50K	0.03%	175
2017 Q4	$28K	Buy	+27,847	New	+$606K	0.06%	142