Plante Moran Financial Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,200
| Closed | -$39K | – | 972 |
|
|
2018
Q4 | $39K | Buy |
+2,200
| New | +$39K | 0.01% | 338 |
|
|
2017
Q3 | – | Sell |
-76
| Closed | -$1K | – | 880 |
|
|
2017
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 808 |
|
|
2017
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 847 |
|
|
2016
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 881 |
|
|
2016
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 905 |
|
|
2016
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 874 |
|
|
2016
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 766 |
|
|
2015
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 879 |
|
|
2015
Q3 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 668 |
|
|
2015
Q2 | – | Sell |
-366
| Closed | -$9K | – | 751 |
|
|
2015
Q1 | $9K | Hold |
366
| – | – | 0.01% | 536 |
|
|
2014
Q4 | $10K | Hold |
366
| – | – | 0.01% | 539 |
|
|
2014
Q3 | $9K | Hold |
366
| – | – | 0.01% | 571 |
|
|
2014
Q2 | $10K | Hold |
366
| – | – | 0.01% | 546 |
|
|
2014
Q1 | $9K | Hold |
366
| – | – | 0.01% | 393 |
|
|
2013
Q4 | $8K | Hold |
366
| – | – | ﹤0.01% | 488 |
|
|
2013
Q3 | $8K | Hold |
366
| – | – | ﹤0.01% | 429 |
|
|
2013
Q2 | $8K | Buy |
+366
| New | +$8K | 0.01% | 389 |
|