Wealthspire Advisors (New York)’s Choice Hotels CHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76M | Sell |
76,950
-516
| -0.7% | -$65.5K | 0.05% | 117 |
|
|
2025
Q1 | $10.3M | Buy |
77,466
+32
| +0% | +$4.25K | 0.06% | 110 |
|
|
2024
Q4 | $11M | Buy |
77,434
+54
| +0.1% | +$7.67K | 0.11% | 93 |
|
|
2024
Q3 | $10.1M | Hold |
77,380
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $9.21M | Hold |
77,380
| – | – | 0.12% | 84 |
|
|
2024
Q1 | $9.78M | Hold |
77,380
| – | – | 0.13% | 75 |
|
|
2023
Q4 | $8.77M | Hold |
77,380
| – | – | 0.12% | 78 |
|
|
2023
Q3 | $9.48M | Buy |
77,380
+124
| +0.2% | +$15.2K | 0.16% | 65 |
|
|
2023
Q2 | $9.08M | Hold |
77,256
| – | – | 0.15% | 69 |
|
|
2023
Q1 | $9.05M | Sell |
77,256
-105
| -0.1% | -$12.3K | 0.16% | 71 |
|
|
2022
Q4 | $8.71M | Buy |
77,361
+104
| +0.1% | +$11.7K | 0.16% | 76 |
|
|
2022
Q3 | $8.46M | Hold |
77,257
| – | – | 0.18% | 72 |
|
|
2022
Q2 | $8.62M | Hold |
77,257
| – | – | 0.18% | 66 |
|
|
2022
Q1 | $11M | Sell |
77,257
-40
| -0.1% | -$5.67K | 0.25% | 46 |
|
|
2021
Q4 | $12.1M | Buy |
77,297
+15
| +0% | +$2.34K | 0.27% | 42 |
|
|
2021
Q3 | $9.77M | Buy |
77,282
+61,765
| +398% | +$7.81M | 0.2% | 60 |
|
|
2021
Q2 | $1.84M | Sell |
15,517
-213
| -1% | -$25.3K | 0.05% | 117 |
|
|
2021
Q1 | $1.69M | Buy |
15,730
+14
| +0.1% | +$1.5K | 0.04% | 190 |
|
|
2020
Q4 | $1.68M | Buy |
+15,716
| New | +$1.68M | 0.05% | 152 |
|
|
2020
Q2 | – | Sell |
-15,925
| Closed | -$975K | – | 314 |
|
|
2020
Q1 | $975K | Buy |
+15,925
| New | +$975K | 0.04% | 201 |
|