SW
XHR
SkyOak Wealth’s Xenia Hotels & Resorts XHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,112
| Closed | -$147K | – | 237 |
|
|
2022
Q2 | $147K | Sell |
10,112
-1,053
| -9% | -$15.3K | 0.05% | 203 |
|
|
2022
Q1 | $215K | Hold |
11,165
| – | – | 0.06% | 213 |
|
|
2021
Q4 | $202K | Hold |
11,165
| – | – | 0.05% | 231 |
|
|
2021
Q3 | $198K | Hold |
11,165
| – | – | 0.05% | 221 |
|
|
2021
Q2 | $209K | Buy |
11,165
+992
| +10% | +$18.6K | 0.06% | 218 |
|
|
2021
Q1 | $195K | Hold |
10,173
| – | – | 0.05% | 223 |
|
|
2020
Q4 | $155K | Sell |
10,173
-4,373
| -30% | -$66.6K | 0.05% | 209 |
|
|
2020
Q3 | $128K | Hold |
14,546
| – | – | 0.05% | 193 |
|
|
2020
Q2 | $136K | Hold |
14,546
| – | – | 0.05% | 226 |
|
|
2020
Q1 | $150K | Hold |
14,546
| – | – | 0.08% | 196 |
|
|
2019
Q4 | $314K | Buy |
+14,546
| New | +$314K | 0.1% | 226 |
|