Wealthspire Advisors (Maryland)’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $535K | Sell |
6,267
-18,876
| -75% | -$1.61M | 0.02% | 258 |
|
|
2020
Q2 | $1.85M | Sell |
25,143
-2,339
| -9% | -$172K | 0.13% | 103 |
|
|
2020
Q1 | $1.88M | Sell |
27,482
-2,226
| -7% | -$152K | 0.16% | 87 |
|
|
2019
Q4 | $3.3M | Buy |
29,708
+150
| +0.5% | +$16.6K | 0.22% | 70 |
|
|
2019
Q3 | $2.75M | Buy |
29,558
+56
| +0.2% | +$5.21K | 0.2% | 77 |
|
|
2019
Q2 | $2.88M | Buy |
29,502
+58
| +0.2% | +$5.67K | 0.22% | 75 |
|
|
2019
Q1 | $2.45M | Buy |
29,444
+28,662
| +3,665% | +$2.38M | 0.18% | 79 |
|
|
2018
Q4 | $56K | Buy |
782
+450
| +136% | +$32.2K | 0.01% | 806 |
|
|
2018
Q3 | $27K | Buy |
332
+183
| +123% | +$14.9K | ﹤0.01% | 1184 |
|
|
2018
Q2 | $12K | Sell |
149
-6
| -4% | -$483 | ﹤0.01% | 1468 |
|
|
2018
Q1 | $12K | Sell |
155
-153
| -50% | -$11.8K | ﹤0.01% | 1493 |
|
|
2017
Q4 | $25K | Sell |
308
-127
| -29% | -$10.3K | ﹤0.01% | 1251 |
|
|
2017
Q3 | $30K | Sell |
435
-14
| -3% | -$966 | ﹤0.01% | 1161 |
|
|
2017
Q2 | $28K | Buy |
449
+35
| +8% | +$2.18K | ﹤0.01% | 1146 |
|
|
2017
Q1 | $24K | Sell |
414
-688
| -62% | -$39.9K | ﹤0.01% | 1021 |
|
|
2016
Q4 | $90K | Buy |
1,102
+834
| +311% | +$68.1K | 0.01% | 612 |
|
|
2016
Q3 | $18K | Hold |
268
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q2 | $18K | Buy |
268
+1
| +0.4% | +$67 | ﹤0.01% | 1029 |
|
|
2016
Q1 | $18K | Buy |
267
+100
| +60% | +$6.74K | ﹤0.01% | 999 |
|
|
2015
Q4 | $11K | Buy |
+167
| New | +$11K | ﹤0.01% | 1168 |
|