WFG Advisors’s Braemar Hotels & Resorts BHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $14K | Hold |
1,414
| – | – | ﹤0.01% | 1036 |
|
2017
Q1 | $15K | Buy |
1,414
+364
| +35% | +$3.86K | ﹤0.01% | 955 |
|
2016
Q4 | $14K | Sell |
1,050
-202
| -16% | -$2.69K | ﹤0.01% | 1016 |
|
2016
Q3 | $17K | Hold |
1,252
| – | – | ﹤0.01% | 977 |
|
2016
Q2 | $18K | Sell |
1,252
-505
| -29% | -$7.26K | ﹤0.01% | 935 |
|
2016
Q1 | $20K | Buy |
1,757
+905
| +106% | +$10.3K | 0.01% | 886 |
|
2015
Q4 | $12K | Hold |
852
| – | – | ﹤0.01% | 1022 |
|
2015
Q3 | $12K | Buy |
852
+347
| +69% | +$4.89K | ﹤0.01% | 1038 |
|
2015
Q2 | $8K | Sell |
505
-306
| -38% | -$4.85K | ﹤0.01% | 1232 |
|
2015
Q1 | $13K | Hold |
811
| – | – | ﹤0.01% | 1116 |
|
2014
Q4 | $14K | Buy |
811
+306
| +61% | +$5.28K | ﹤0.01% | 1330 |
|
2014
Q3 | $8K | Buy |
+505
| New | +$8K | ﹤0.01% | 1533 |
|
2014
Q1 | – | Sell |
-909
| Closed | -$16K | – | 1984 |
|
2013
Q4 | $16K | Buy |
+909
| New | +$16K | ﹤0.01% | 1418 |
|