TCI Wealth Advisors’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-549
| Closed | -$3.84K | – | 1168 |
|
|
2023
Q1 | $3.84K | Hold |
549
| – | – | ﹤0.01% | 1712 |
|
|
2022
Q4 | $3.96K | Hold |
549
| – | – | ﹤0.01% | 1682 |
|
|
2022
Q3 | $4K | Hold |
549
| – | – | ﹤0.01% | 1614 |
|
|
2022
Q2 | $4K | Sell |
549
-431
| -44% | -$3.79K | ﹤0.01% | 1635 |
|
|
2022
Q1 | $9K | Hold |
980
| – | – | ﹤0.01% | 1163 |
|
|
2021
Q4 | $10K | Buy |
980
+431
| +79% | +$4.18K | ﹤0.01% | 1167 |
|
|
2021
Q3 | $5K | Hold |
549
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q2 | $5K | Sell |
549
-196
| -26% | -$1.94K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $8K | Buy |
745
+196
| +36% | +$1.89K | ﹤0.01% | 985 |
|
|
2020
Q4 | $5K | Hold |
549
| – | – | ﹤0.01% | 876 |
|
|
2020
Q3 | $3K | Hold |
549
| – | – | ﹤0.01% | 958 |
|
|
2020
Q2 | $3K | Buy |
+549
| New | +$3.1K | ﹤0.01% | 909 |
|
|
2020
Q1 | – | Sell |
-340
| Closed | -$4K | – | 1614 |
|
|
2019
Q4 | $4K | Buy |
340
+62
| +22% | +$745 | ﹤0.01% | 923 |
|
|
2019
Q3 | $3K | Buy |
+278
| New | +$3.18K | ﹤0.01% | 958 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1244 |
|
|
2018
Q2 | – | Sell |
-78
| Closed | -$1.13K | – | 1307 |
|
|
2018
Q1 | $1K | Buy |
+78
| New | +$1.12K | ﹤0.01% | 1159 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1207 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1131 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 990 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1108 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1177 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1140 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1080 |
|
Other funds holding INN
N
GKIM
H2CM
