Sutton Wealth Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,865
| Closed | -$24.4K | – | 1646 |
|
|
2022
Q4 | $24.4K | Hold |
2,865
| – | – | 0.01% | 613 |
|
|
2022
Q3 | $22.9K | Sell |
2,865
-1
| -0% | -$8 | 0.01% | 621 |
|
|
2022
Q2 | $28.1K | Hold |
2,866
| – | – | 0.01% | 550 |
|
|
2022
Q1 | $26K | Buy |
2,866
+13
| +0.5% | +$118 | 0.01% | 621 |
|
|
2021
Q4 | $26.2K | Hold |
2,853
| – | – | 0.01% | 628 |
|
|
2021
Q3 | $26.6K | Hold |
2,853
| – | – | 0.01% | 608 |
|
|
2021
Q2 | $30.7K | Hold |
2,853
| – | – | 0.01% | 565 |
|
|
2021
Q1 | $30.1K | Hold |
2,853
| – | – | 0.01% | 551 |
|
|
2020
Q4 | $22.5K | Sell |
2,853
-326
| -10% | -$2.57K | 0.01% | 573 |
|
|
2020
Q3 | $17.6K | Hold |
3,179
| – | – | 0.01% | 579 |
|
|
2020
Q2 | $18.3K | Buy |
3,179
+249
| +8% | +$1.43K | 0.01% | 559 |
|
|
2020
Q1 | $10.5K | Buy |
+2,930
| New | +$10.5K | 0.01% | 642 |
|
|
2019
Q3 | – | Sell |
-977
| Closed | -$16.2K | – | 1229 |
|
|
2019
Q2 | $16.2K | Hold |
977
| – | – | 0.01% | 642 |
|
|
2019
Q1 | $16.7K | Hold |
977
| – | – | 0.01% | 637 |
|
|
2018
Q4 | $17.1K | Hold |
977
| – | – | 0.01% | 574 |
|
|
2018
Q3 | $22.1K | Hold |
977
| – | – | 0.01% | 552 |
|
|
2018
Q2 | $21K | Hold |
977
| – | – | 0.01% | 571 |
|
|
2018
Q1 | $17.5K | Buy |
+977
| New | +$17.5K | 0.01% | 625 |
|