Security National Trust’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,205
| Closed | -$89K | – | 476 |
|
|
2016
Q2 | $89K | Hold |
1,205
| – | – | 0.03% | 230 |
|
|
2016
Q1 | $101K | Hold |
1,205
| – | – | 0.04% | 219 |
|
|
2015
Q4 | $83K | Hold |
1,205
| – | – | 0.03% | 230 |
|
|
2015
Q3 | $80K | Hold |
1,205
| – | – | 0.03% | 235 |
|
|
2015
Q2 | $98K | Hold |
1,205
| – | – | 0.04% | 231 |
|
|
2015
Q1 | $101K | Hold |
1,205
| – | – | 0.04% | 230 |
|
|
2014
Q4 | $98K | Hold |
1,205
| – | – | 0.04% | 225 |
|
|
2014
Q3 | $100K | Hold |
1,205
| – | – | 0.04% | 218 |
|
|
2014
Q2 | $97K | Hold |
1,205
| – | – | 0.04% | 222 |
|
|
2014
Q1 | $96K | Hold |
1,205
| – | – | 0.04% | 224 |
|
|
2013
Q4 | $96K | Hold |
1,205
| – | – | 0.04% | 218 |
|
|
2013
Q3 | $80K | Sell |
1,205
-33
| -3% | -$2.19K | 0.04% | 226 |
|
|
2013
Q2 | $78K | Buy |
+1,238
| New | +$78K | 0.04% | 223 |
|