WFG Advisors’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $82K | Hold |
4,383
| – | – | 0.02% | 573 |
|
|
2017
Q1 | $70K | Hold |
4,383
| – | – | 0.02% | 578 |
|
|
2016
Q4 | $70K | Hold |
4,383
| – | – | 0.02% | 634 |
|
|
2016
Q3 | $58K | Hold |
4,383
| – | – | 0.01% | 668 |
|
|
2016
Q2 | $58K | Hold |
4,383
| – | – | 0.02% | 652 |
|
|
2016
Q1 | $52K | Buy |
4,383
+362
| +9% | +$4.3K | 0.02% | 654 |
|
|
2015
Q4 | $48K | Hold |
4,021
| – | – | 0.01% | 674 |
|
|
2015
Q3 | $47K | Sell |
4,021
-167
| -4% | -$1.95K | 0.01% | 663 |
|
|
2015
Q2 | $54K | Hold |
4,188
| – | – | 0.01% | 706 |
|
|
2015
Q1 | $59K | Hold |
4,188
| – | – | 0.02% | 681 |
|
|
2014
Q4 | $52K | Hold |
4,188
| – | – | 0.01% | 870 |
|
|
2014
Q3 | $45K | Sell |
4,188
-264
| -6% | -$2.84K | 0.01% | 968 |
|
|
2014
Q2 | $47K | Hold |
4,452
| – | – | 0.01% | 936 |
|
|
2014
Q1 | $41K | Hold |
4,452
| – | – | 0.01% | 991 |
|
|
2013
Q4 | $40K | Hold |
4,452
| – | – | 0.01% | 1085 |
|
|
2013
Q3 | $41K | Hold |
4,452
| – | – | 0.01% | 1001 |
|
|
2013
Q2 | $42K | Buy |
+4,452
| New | +$42K | 0.01% | 951 |
|