BerganKDV Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-276
| Closed | -$4K | – | 1092 |
|
|
2022
Q3 | $4K | Buy |
+276
| New | +$4K | ﹤0.01% | 722 |
|
|
2020
Q1 | – | Sell |
-236
| Closed | -$6K | – | 986 |
|
|
2019
Q4 | $6K | Buy |
236
+3
| +1% | +$76 | ﹤0.01% | 598 |
|
|
2019
Q3 | $6K | Buy |
+233
| New | +$6K | ﹤0.01% | 546 |
|
|
2019
Q2 | – | Hold |
0
| – | -$12K | – | 507 |
|
|
2019
Q1 | – | Hold |
0
| – | -$10K | – | 508 |
|
|
2018
Q4 | – | Hold |
0
| – | -$13K | – | 481 |
|
|
2018
Q3 | – | Hold |
0
| – | -$14K | – | 456 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 456 |
|