WR Wealth Planners’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.4K | Sell |
115
-64
| -36% | -$15.8K | 0.01% | 404 |
|
|
2024
Q3 | $41.3K | Hold |
179
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $39.1K | Buy |
179
+5
| +3% | +$1.09K | 0.01% | 357 |
|
|
2024
Q1 | $37.1K | Buy |
+174
| New | +$37.1K | 0.01% | 374 |
|
|
2023
Q4 | – | Sell |
-166
| Closed | -$24.9K | – | 475 |
|
|
2023
Q3 | $24.9K | Hold |
166
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $24.2K | Hold |
166
| – | – | 0.01% | 406 |
|
|
2023
Q1 | $23.4K | Buy |
+166
| New | +$23.4K | 0.01% | 406 |
|