YHB Investment Advisors’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-28,572
| Closed | -$2.11M | – | 176 |
|
|
2016
Q2 | $2.11M | Buy |
28,572
+13,225
| +86% | +$978K | 0.46% | 66 |
|
|
2016
Q1 | $1.28M | Buy |
15,347
+1,425
| +10% | +$119K | 0.35% | 78 |
|
|
2015
Q4 | $965K | Buy |
+13,922
| New | +$965K | 0.22% | 102 |
|
|
2015
Q3 | – | Sell |
-2,572
| Closed | -$209K | – | 175 |
|
|
2015
Q2 | $209K | Sell |
2,572
-2,425
| -49% | -$197K | 0.05% | 163 |
|
|
2015
Q1 | $417K | Hold |
4,997
| – | – | 0.09% | 129 |
|
|
2014
Q4 | $405K | Sell |
4,997
-750
| -13% | -$60.8K | 0.09% | 128 |
|
|
2014
Q3 | $478K | Sell |
5,747
-800
| -12% | -$66.5K | 0.11% | 122 |
|
|
2014
Q2 | $529K | Sell |
6,547
-753
| -10% | -$60.8K | 0.13% | 116 |
|
|
2014
Q1 | $581K | Buy |
+7,300
| New | +$581K | 0.15% | 110 |
|