SWP
AINC
Strategic Wealth Partners’s Ashford Inc. AINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,892
| Closed | -$29.1K | – | 311 |
|
|
2024
Q1 | $29.1K | Hold |
12,892
| – | – | ﹤0.01% | 277 |
|
|
2023
Q4 | $47.4K | Hold |
12,892
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $79.4K | Hold |
12,892
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $125K | Hold |
12,892
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $164K | Hold |
12,892
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $179K | Hold |
12,892
| – | – | 0.03% | 254 |
|
|
2022
Q3 | $174K | Hold |
12,892
| – | – | 0.04% | 260 |
|
|
2022
Q2 | $180K | Hold |
12,892
| – | – | 0.04% | 236 |
|
|
2022
Q1 | $221K | Hold |
12,892
| – | – | 0.04% | 237 |
|
|
2021
Q4 | $215K | Sell |
12,892
-2,450
| -16% | -$40.9K | 0.04% | 263 |
|
|
2021
Q3 | $223K | Sell |
15,342
-8,450
| -36% | -$123K | 0.07% | 221 |
|
|
2021
Q2 | $541K | Sell |
23,792
-3,820
| -14% | -$86.9K | 0.18% | 144 |
|
|
2021
Q1 | $245K | Hold |
27,612
| – | – | 0.1% | 175 |
|
|
2020
Q4 | $237K | Sell |
27,612
-5,282
| -16% | -$45.3K | 0.1% | 161 |
|
|
2020
Q3 | $191K | Buy |
32,894
+22,263
| +209% | +$129K | 0.1% | 149 |
|
|
2020
Q2 | $108K | Buy |
+10,631
| New | +$108K | 0.06% | 132 |
|