SWA
AHT
SOA Wealth Advisors’s Ashford Hospitality Trust AHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-96
| Closed | -$308 | – | 938 |
|
|
2023
Q1 | $308 | Hold |
96
| – | – | ﹤0.01% | 879 |
|
|
2022
Q4 | $429 | Hold |
96
| – | – | ﹤0.01% | 855 |
|
|
2022
Q3 | $0 | Hold |
96
| – | – | ﹤0.01% | 814 |
|
|
2022
Q2 | $0 | Hold |
96
| – | – | ﹤0.01% | 802 |
|
|
2022
Q1 | $0 | Hold |
96
| – | – | ﹤0.01% | 889 |
|
|
2021
Q4 | $0 | Buy |
+96
| New | – | ﹤0.01% | 865 |
|
|
2021
Q3 | – | Sell |
-968
| Closed | -$4K | – | 885 |
|
|
2021
Q2 | $4K | Buy |
968
+354
| +58% | +$1.46K | ﹤0.01% | 682 |
|
|
2021
Q1 | $1K | Hold |
614
| – | – | ﹤0.01% | 742 |
|
|
2020
Q4 | $1K | Buy |
+614
| New | +$1K | ﹤0.01% | 718 |
|