Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-107
| Closed | -$9K | – | 438 |
|
|
2015
Q1 | $9K | Buy |
107
+1
| +0.9% | +$84 | ﹤0.01% | 279 |
|
|
2014
Q4 | $9K | Sell |
106
-437
| -80% | -$37.1K | ﹤0.01% | 337 |
|
|
2014
Q3 | $45K | Sell |
543
-384
| -41% | -$31.8K | 0.02% | 233 |
|
|
2014
Q2 | $75K | Sell |
927
-98
| -10% | -$7.93K | 0.03% | 187 |
|
|
2014
Q1 | $82K | Buy |
1,025
+68
| +7% | +$5.44K | 0.04% | 167 |
|
|
2013
Q4 | $76K | Hold |
957
| – | – | 0.03% | 276 |
|
|
2013
Q3 | $64K | Buy |
+957
| New | +$64K | 0.03% | 211 |
|