WFG Advisors’s Ashford Hospitality Trust AHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $190K | Buy |
32
+6
| +23% | +$35.6K | 0.04% | 379 |
|
|
2017
Q1 | $166K | Sell |
26
-4
| -13% | -$25.5K | 0.04% | 370 |
|
|
2016
Q4 | $229K | Buy |
30
+7
| +30% | +$53.4K | 0.06% | 342 |
|
|
2016
Q3 | $135K | Hold |
23
| – | – | 0.03% | 456 |
|
|
2016
Q2 | $121K | Buy |
23
+2
| +10% | +$10.5K | 0.03% | 452 |
|
|
2016
Q1 | $131K | Buy |
21
+5
| +31% | +$31.2K | 0.04% | 420 |
|
|
2015
Q4 | $98K | Sell |
16
-2
| -11% | -$12.3K | 0.03% | 472 |
|
|
2015
Q3 | $110K | Hold |
18
| – | – | 0.03% | 437 |
|
|
2015
Q2 | $152K | Buy |
18
+2
| +13% | +$16.9K | 0.04% | 413 |
|
|
2015
Q1 | $149K | Buy |
16
+11
| +220% | +$102K | 0.04% | 427 |
|
|
2014
Q4 | $47K | Buy |
5
+2
| +67% | +$18.8K | 0.01% | 901 |
|
|
2014
Q3 | $26K | Buy |
+3
| New | +$26K | ﹤0.01% | 1166 |
|
|
2014
Q1 | – | Sell |
-10
| Closed | -$79K | – | 1966 |
|
|
2013
Q4 | $79K | Buy |
10
+5
| +100% | +$39.5K | 0.01% | 828 |
|
|
2013
Q3 | $37K | Buy |
5
+3
| +150% | +$22.2K | 0.01% | 1031 |
|
|
2013
Q2 | $11K | Buy |
+2
| New | +$11K | ﹤0.01% | 1409 |
|