ProVise Management Group’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,970
| Closed | -$219K | – | 357 |
|
|
2020
Q4 | $219K | Buy |
+1,970
| New | +$219K | 0.03% | 306 |
|
|
2020
Q1 | – | Sell |
-2,010
| Closed | -$223K | – | 278 |
|
|
2019
Q4 | $223K | Buy |
+2,010
| New | +$223K | 0.03% | 280 |
|
|
2019
Q3 | – | Sell |
-2,405
| Closed | -$235K | – | 317 |
|
|
2019
Q2 | $235K | Hold |
2,405
| – | – | 0.03% | 274 |
|
|
2019
Q1 | $200K | Buy |
+2,405
| New | +$200K | 0.03% | 289 |
|