Valeo Financial Advisors’s Wyndham Hotels & Resorts WH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,508
| Closed | -$105K | – | 1723 |
|
|
2021
Q1 | $105K | Buy |
1,508
+9
| +0.6% | +$627 | ﹤0.01% | 583 |
|
|
2020
Q4 | $89K | Buy |
1,499
+1,459
| +3,648% | +$86.6K | ﹤0.01% | 594 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q1 | $1K | Sell |
40
-36
| -47% | -$900 | ﹤0.01% | 1682 |
|
|
2019
Q4 | $5K | Sell |
76
-47
| -38% | -$3.09K | ﹤0.01% | 1288 |
|
|
2019
Q3 | $6K | Hold |
123
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q2 | $7K | Hold |
123
| – | – | ﹤0.01% | 1124 |
|
|
2019
Q1 | $6K | Hold |
123
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q4 | $6K | Sell |
123
-44
| -26% | -$2.15K | ﹤0.01% | 1032 |
|
|
2018
Q3 | $8K | Sell |
167
-524
| -76% | -$25.1K | ﹤0.01% | 1049 |
|
|
2018
Q2 | $39K | Buy |
+691
| New | +$39K | 0.01% | 596 |
|