Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-91
| Closed | -$1K | – | 962 |
|
|
2022
Q2 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 910 |
|
|
2016
Q1 | – | Sell |
-2,020
| Closed | -$24K | – | 946 |
|
|
2015
Q4 | $24K | Buy |
2,020
+830
| +70% | +$9.86K | 0.02% | 417 |
|
|
2015
Q3 | $14K | Hold |
1,190
| – | – | 0.01% | 431 |
|
|
2015
Q2 | $15K | Hold |
1,190
| – | – | 0.01% | 458 |
|
|
2015
Q1 | $17K | Hold |
1,190
| – | – | 0.01% | 431 |
|
|
2014
Q4 | $15K | Hold |
1,190
| – | – | 0.01% | 452 |
|
|
2014
Q3 | $13K | Hold |
1,190
| – | – | 0.01% | 486 |
|
|
2014
Q2 | $13K | Buy |
+1,190
| New | +$13K | 0.01% | 456 |
|