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Sound Income Strategies’s Wyndham Hotels & Resorts WH Stock Holding History

Sound Income Strategies’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$812 – 1836
2025
Q2 		$812 Buy
+10
New +$837 ﹤0.01% 1405
2025
Q1 		– Sell
-160
Closed -$16.1K – 1627
2024
Q4 		$16.1K Buy
160
+155
+3,100% +$14.4K ﹤0.01% 723
2024
Q3 		$391 Hold
5
– – ﹤0.01% 1328
2024
Q2 		$370 Hold
5
– – ﹤0.01% 1302
2024
Q1 		$384 Hold
5
– – ﹤0.01% 1262
2023
Q4 		$402 Buy
+5
New +$376 ﹤0.01% 1244
2019
Q1 		– Sell
-31
Closed -$1K – 806
2018
Q4 		$1K Hold
31
– – ﹤0.01% 634
2018
Q3 		$2K Buy
+31
New +$1.77K ﹤0.01% 573

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Boston Partners
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BAM
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State Street
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CIP
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return