Shelton Capital Management’s Wyndham Hotels & Resorts WH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Sell |
2,785
-92
| -3% | -$7.47K | 0.01% | 619 |
|
2025
Q1 | $260K | Sell |
2,877
-104
| -3% | -$9.41K | 0.01% | 538 |
|
2024
Q4 | $300K | Sell |
2,981
-234
| -7% | -$23.6K | 0.01% | 504 |
|
2024
Q3 | $251K | Hold |
3,215
| – | – | 0.01% | 590 |
|
2024
Q2 | $238K | Sell |
3,215
-363
| -10% | -$26.9K | 0.01% | 590 |
|
2024
Q1 | $275K | Hold |
3,578
| – | – | 0.01% | 559 |
|
2023
Q4 | $288K | Sell |
3,578
-532
| -13% | -$42.8K | 0.01% | 516 |
|
2023
Q3 | $286K | Hold |
4,110
| – | – | 0.01% | 492 |
|
2023
Q2 | $282K | Sell |
4,110
-326
| -7% | -$22.4K | 0.01% | 525 |
|
2023
Q1 | $301K | Sell |
4,436
-189
| -4% | -$12.8K | 0.01% | 463 |
|
2022
Q4 | $330K | Sell |
4,625
-331
| -7% | -$23.6K | 0.03% | 389 |
|
2022
Q3 | $304K | Hold |
4,956
| – | – | 0.01% | 433 |
|
2022
Q2 | $326K | Hold |
4,956
| – | – | 0.01% | 435 |
|
2022
Q1 | $420K | Hold |
4,956
| – | – | 0.02% | 401 |
|
2021
Q4 | $444K | Sell |
4,956
-247
| -5% | -$22.1K | 0.02% | 402 |
|
2021
Q3 | $402K | Hold |
5,203
| – | – | 0.02% | 427 |
|
2021
Q2 | $376K | Hold |
5,203
| – | – | 0.01% | 467 |
|
2021
Q1 | $363K | Hold |
5,203
| – | – | 0.01% | 469 |
|
2020
Q4 | $309K | Sell |
5,203
-342
| -6% | -$20.3K | 0.01% | 478 |
|
2020
Q3 | $280K | Hold |
5,545
| – | – | 0.01% | 559 |
|
2020
Q2 | $236K | Buy |
+5,545
| New | +$236K | 0.01% | 524 |
|
2020
Q1 | – | Sell |
-6,111
| Closed | -$384K | – | 827 |
|
2019
Q4 | $384K | Sell |
6,111
-530
| -8% | -$33.3K | 0.02% | 432 |
|
2019
Q3 | $344K | Hold |
6,641
| – | – | 0.02% | 463 |
|
2019
Q2 | $370K | Buy |
6,641
+6,284
| +1,760% | +$350K | 0.02% | 442 |
|
2019
Q1 | $7.14K | Sell |
357
-6,785
| -95% | -$136K | 0.03% | 491 |
|
2018
Q4 | $324K | Hold |
7,142
| – | – | 0.02% | 443 |
|
2018
Q3 | $397K | Buy |
+7,142
| New | +$397K | 0.02% | 439 |
|