Wealthspire Advisors (Maryland)’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-103
| Closed | -$2K | – | 2251 |
|
|
2019
Q1 | $2K | Hold |
103
| – | – | ﹤0.01% | 2233 |
|
|
2018
Q4 | $2K | Buy |
103
+97
| +1,617% | +$1.88K | ﹤0.01% | 2158 |
|
|
2018
Q3 | $0 | Sell |
6
-235
| -98% | – | ﹤0.01% | 2549 |
|
|
2018
Q2 | $5K | Hold |
241
| – | – | ﹤0.01% | 1828 |
|
|
2018
Q1 | $4K | Buy |
241
+6
| +3% | +$100 | ﹤0.01% | 1955 |
|
|
2017
Q4 | $4K | Buy |
235
+213
| +968% | +$3.63K | ﹤0.01% | 1938 |
|
|
2017
Q3 | $0 | Buy |
+22
| New | – | ﹤0.01% | 2526 |
|
|
2017
Q2 | – | Sell |
-1,540
| Closed | -$29K | – | 2306 |
|
|
2017
Q1 | $29K | Sell |
1,540
-949
| -38% | -$17.9K | ﹤0.01% | 963 |
|
|
2016
Q4 | $54K | Buy |
2,489
+153
| +7% | +$3.32K | 0.01% | 749 |
|
|
2016
Q3 | $42K | Hold |
2,336
| – | – | 0.01% | 828 |
|
|
2016
Q2 | $40K | Buy |
2,336
+1,004
| +75% | +$17.2K | 0.01% | 797 |
|
|
2016
Q1 | $28K | Sell |
1,332
-307
| -19% | -$6.45K | ﹤0.01% | 859 |
|
|
2015
Q4 | $36K | Buy |
+1,639
| New | +$36K | 0.01% | 804 |
|