Carson Wealth (CWM LLC)’s Chatham Lodging CLDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
22,061
+21,622
| +4,925% | +$151K | ﹤0.01% | 2388 |
|
|
2025
Q1 | $3K | Sell |
439
-1,310
| -75% | -$8.95K | ﹤0.01% | 4597 |
|
|
2024
Q4 | $16K | Buy |
1,749
+1,451
| +487% | +$13.3K | ﹤0.01% | 3567 |
|
|
2024
Q3 | $3K | Buy |
298
+180
| +153% | +$1.81K | ﹤0.01% | 4246 |
|
|
2024
Q2 | $1K | Buy |
118
+89
| +307% | +$754 | ﹤0.01% | 4336 |
|
|
2024
Q1 | $0 | Sell |
29
-268
| -90% | – | ﹤0.01% | 4351 |
|
|
2023
Q4 | $3K | Buy |
297
+255
| +607% | +$2.58K | ﹤0.01% | 3668 |
|
|
2023
Q3 | $0 | Sell |
42
-24
| -36% | – | ﹤0.01% | 4206 |
|
|
2023
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 3917 |
|
|
2023
Q1 | $1K | Buy |
66
+54
| +450% | +$818 | ﹤0.01% | 3779 |
|
|
2022
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 3978 |
|
|
2022
Q2 | – | Sell |
-560
| Closed | -$8K | – | 3795 |
|
|
2022
Q1 | $8K | Buy |
560
+101
| +22% | +$1.44K | ﹤0.01% | 2592 |
|
|
2021
Q4 | $6K | Buy |
+459
| New | +$6K | ﹤0.01% | 2606 |
|