WFG Advisors’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $34K | Hold |
1,762
| – | – | 0.01% | 812 |
|
|
2017
Q1 | $30K | Hold |
1,762
| – | – | 0.01% | 798 |
|
|
2016
Q4 | $34K | Hold |
1,762
| – | – | 0.01% | 812 |
|
|
2016
Q3 | $27K | Buy |
1,762
+1,150
| +188% | +$17.6K | 0.01% | 873 |
|
|
2016
Q2 | $10K | Sell |
612
-875
| -59% | -$14.3K | ﹤0.01% | 1104 |
|
|
2016
Q1 | $23K | Buy |
1,487
+687
| +86% | +$10.6K | 0.01% | 858 |
|
|
2015
Q4 | $12K | Sell |
800
-237
| -23% | -$3.56K | ﹤0.01% | 1041 |
|
|
2015
Q3 | $18K | Buy |
1,037
+300
| +41% | +$5.21K | 0.01% | 936 |
|
|
2015
Q2 | $16K | Sell |
737
-263
| -26% | -$5.71K | ﹤0.01% | 1048 |
|
|
2015
Q1 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 945 |
|