Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,781
| Closed | -$190K | – | 1398 |
|
|
2024
Q4 | $190K | Buy |
27,781
+336
| +1% | +$2.3K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $188K | Sell |
27,445
-3,900
| -12% | -$26.8K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $188K | Buy |
31,345
+9
| +0% | +$54 | ﹤0.01% | 1108 |
|
|
2024
Q1 | $204K | Sell |
31,336
-197
| -0.6% | -$1.28K | ﹤0.01% | 1056 |
|
|
2023
Q4 | $212K | Buy |
31,533
+4,109
| +15% | +$27.6K | ﹤0.01% | 1087 |
|
|
2023
Q3 | $159K | Buy |
27,424
+32
| +0.1% | +$186 | ﹤0.01% | 883 |
|
|
2023
Q2 | $178K | Sell |
27,392
-420
| -2% | -$2.73K | ﹤0.01% | 874 |
|
|
2023
Q1 | $195K | Sell |
27,812
-216
| -0.8% | -$1.51K | ﹤0.01% | 766 |
|
|
2022
Q4 | $202K | Buy |
+28,028
| New | +$202K | 0.01% | 729 |
|