BerganKDV Wealth Management’s Chatham Lodging CLDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-390
| Closed | -$4K | – | 938 |
|
|
2020
Q4 | $4K | Hold |
390
| – | – | ﹤0.01% | 681 |
|
|
2020
Q3 | $3K | Hold |
390
| – | – | ﹤0.01% | 635 |
|
|
2020
Q2 | $2K | Hold |
390
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $2K | Buy |
390
+13
| +3% | +$67 | ﹤0.01% | 723 |
|
|
2019
Q4 | $7K | Buy |
377
+6
| +2% | +$111 | ﹤0.01% | 556 |
|
|
2019
Q3 | $7K | Buy |
+371
| New | +$7K | ﹤0.01% | 525 |
|
|
2019
Q2 | – | Hold |
0
| – | -$11K | – | 503 |
|
|
2019
Q1 | – | Hold |
0
| – | -$10K | – | 519 |
|
|
2018
Q4 | – | Hold |
0
| – | -$11K | – | 478 |
|
|
2018
Q3 | – | Hold |
0
| – | -$11K | – | 472 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 487 |
|