SVB Wealth’s Braemar Hotels & Resorts BHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-95,556
| Closed | -$393K | – | 1014 |
|
2022
Q4 | $393K | Buy |
95,556
+3,661
| +4% | +$15K | 0.01% | 627 |
|
2022
Q3 | $395K | Hold |
91,895
| – | – | 0.01% | 586 |
|
2022
Q2 | $394K | Hold |
91,895
| – | – | 0.01% | 492 |
|
2022
Q1 | $568K | Hold |
91,895
| – | – | 0.01% | 427 |
|
2021
Q4 | $469K | Buy |
+91,895
| New | +$469K | 0.01% | 456 |
|
2021
Q3 | – | Sell |
-91,895
| Closed | -$571K | – | 1009 |
|
2021
Q2 | $571K | Hold |
91,895
| – | – | 0.01% | 541 |
|
2021
Q1 | $558K | Hold |
91,895
| – | – | 0.01% | 489 |
|
2020
Q4 | $424K | Hold |
91,895
| – | – | 0.01% | 517 |
|
2020
Q3 | $230K | Buy |
+91,895
| New | +$230K | ﹤0.01% | 592 |
|