SWA
INN
Sutton Wealth Advisors’s Summit Hotel Properties INN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,974
| Closed | -$35.9K | – | 1166 |
|
|
2022
Q4 | $35.9K | Hold |
4,974
| – | – | 0.01% | 490 |
|
|
2022
Q3 | $33.4K | Sell |
4,974
-47
| -0.9% | -$316 | 0.01% | 488 |
|
|
2022
Q2 | $36.5K | Buy |
5,021
+32
| +0.6% | +$233 | 0.01% | 466 |
|
|
2022
Q1 | $49.7K | Hold |
4,989
| – | – | 0.02% | 402 |
|
|
2021
Q4 | $48.7K | Buy |
4,989
+29
| +0.6% | +$283 | 0.02% | 424 |
|
|
2021
Q3 | $47.8K | Hold |
4,960
| – | – | 0.02% | 407 |
|
|
2021
Q2 | $46.3K | Hold |
4,960
| – | – | 0.02% | 428 |
|
|
2021
Q1 | $50.4K | Hold |
4,960
| – | – | 0.02% | 390 |
|
|
2020
Q4 | $44.7K | Hold |
4,960
| – | – | 0.02% | 394 |
|
|
2020
Q3 | $25.7K | Hold |
4,960
| – | – | 0.01% | 474 |
|
|
2020
Q2 | $29.4K | Buy |
+4,960
| New | +$29.4K | 0.02% | 431 |
|
|
2020
Q1 | – | Sell |
-1,654
| Closed | -$20.4K | – | 1234 |
|
|
2019
Q4 | $20.4K | Hold |
1,654
| – | – | 0.01% | 598 |
|
|
2019
Q3 | $19.2K | Hold |
1,654
| – | – | 0.01% | 593 |
|
|
2019
Q2 | $19K | Hold |
1,654
| – | – | 0.01% | 595 |
|
|
2019
Q1 | $18.9K | Hold |
1,654
| – | – | 0.01% | 589 |
|
|
2018
Q4 | $16.1K | Hold |
1,654
| – | – | 0.01% | 594 |
|
|
2018
Q3 | $22.4K | Hold |
1,654
| – | – | 0.01% | 548 |
|
|
2018
Q2 | $23.7K | Hold |
1,654
| – | – | 0.02% | 536 |
|
|
2018
Q1 | $22.5K | Hold |
1,654
| – | – | 0.02% | 526 |
|
|
2017
Q4 | $25.2K | Hold |
1,654
| – | – | 0.02% | 473 |
|
|
2017
Q3 | $26.4K | Hold |
1,654
| – | – | 0.02% | 449 |
|
|
2017
Q2 | $30.8K | Hold |
1,654
| – | – | 0.02% | 383 |
|
|
2017
Q1 | $26.4K | Hold |
1,654
| – | – | 0.02% | 409 |
|
|
2016
Q4 | $26.5K | Hold |
1,654
| – | – | 0.02% | 405 |
|
|
2016
Q3 | $21.8K | Hold |
1,654
| – | – | 0.02% | 440 |
|
|
2016
Q2 | $21.9K | Hold |
1,654
| – | – | 0.02% | 424 |
|
|
2016
Q1 | $19.8K | Buy |
+1,654
| New | +$19.8K | 0.02% | 443 |
|