United Capital Financial Advisors’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,866
| Closed | -$434K | – | 1342 |
|
|
2016
Q2 | $434K | Buy |
5,866
+2,422
| +70% | +$179K | ﹤0.01% | 948 |
|
|
2016
Q1 | $287K | Buy |
3,444
+2
| +0.1% | +$167 | ﹤0.01% | 1015 |
|
|
2015
Q4 | $238K | Sell |
3,442
-7,538
| -69% | -$521K | ﹤0.01% | 1083 |
|
|
2015
Q3 | $730K | Sell |
10,980
-141
| -1% | -$9.37K | 0.01% | 781 |
|
|
2015
Q2 | $902K | Sell |
11,121
-1,837
| -14% | -$149K | 0.01% | 746 |
|
|
2015
Q1 | $1.11M | Buy |
12,958
+3,970
| +44% | +$341K | 0.01% | 700 |
|
|
2014
Q4 | $729K | Buy |
8,988
+842
| +10% | +$68.3K | 0.01% | 715 |
|
|
2014
Q3 | $678K | Buy |
+8,146
| New | +$678K | 0.01% | 708 |
|
|
2014
Q2 | – | Sell |
-6,246
| Closed | -$497K | – | 990 |
|
|
2014
Q1 | $497K | Buy |
+6,246
| New | +$497K | 0.01% | 636 |
|