Carson Wealth (CWM LLC)’s Chatham Lodging CLDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Buy	34,550 +2,224	+7%	+$16.6K	﹤0.01%	2459
2025 Q4	$220K	Sell	32,326 -3,719	-10%	-$24.7K	﹤0.01%	2490
2025 Q3	$242K	Buy	36,045 +13,984	+63%	+$100K	﹤0.01%	2292
2025 Q2	$154K	Buy	22,061 +21,622	+4,925%	+$151K	﹤0.01%	2390
2025 Q1	$3K	Sell	439 -1,310	-75%	-$10.8K	﹤0.01%	4605
2024 Q4	$16K	Buy	1,749 +1,451	+487%	+$12.9K	﹤0.01%	3569
2024 Q3	$3K	Buy	298 +180	+153%	+$1.52K	﹤0.01%	4248
2024 Q2	$1K	Buy	118 +89	+307%	+$800	﹤0.01%	4338
2024 Q1	$0	Sell	29 -268	-90%	-$2.79K	﹤0.01%	4357
2023 Q4	$3K	Buy	297 +255	+607%	+$2.55K	﹤0.01%	3671
2023 Q3	$0	Sell	42 -24	-36%	-$229	﹤0.01%	4215
2023 Q2	$1K	Hold	66	–	–	﹤0.01%	3926
2023 Q1	$1K	Buy	66 +54	+450%	+$660	﹤0.01%	3788
2022 Q4	$0	Buy	+12	New	+$148	﹤0.01%	3992
2022 Q2	–	Sell	-560	Closed	-$8K	–	3816
2022 Q1	$8K	Buy	560 +101	+22%	+$1.39K	﹤0.01%	2598
2021 Q4	$6K	Buy	+459	New	+$5.9K	﹤0.01%	2614