Pinnacle Wealth Planning Services’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
Q1 | – | Sell |
-3,048
| Closed | -$46K | – | 1977 |
|
|
2020
Q4 | $46K | Buy |
+3,048
| New | +$46K | 0.01% | 838 |
|
|
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% | +$6.02K | 0.02% | 165 |
|
|
2018
Q4 | $22K | Sell |
22,185
-8,384
| -27% | -$8.31K | 0.01% | 144 |
|
|
2018
Q3 | $31K | Sell |
30,569
-851
| -3% | -$863 | 0.03% | 177 |
|
|
2018
Q2 | $31K | Buy |
31,420
+5,985
| +24% | +$5.91K | 0.03% | 181 |
|
|
2018
Q1 | $25K | Sell |
25,435
-2,412
| -9% | -$2.37K | 0.03% | 175 |
|
|
2017
Q4 | $28K | Buy |
+27,847
| New | +$28K | 0.06% | 141 |
|