Carson Wealth (CWM LLC)’s Pebblebrook Hotel Trust PEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
34,535
+31,464
| +1,025% | +$314K | ﹤0.01% | 1777 |
|
|
2025
Q1 | $31K | Buy |
3,071
+2,347
| +324% | +$23.7K | ﹤0.01% | 3365 |
|
|
2024
Q4 | $10K | Buy |
724
+407
| +128% | +$5.62K | ﹤0.01% | 3885 |
|
|
2024
Q3 | $4K | Buy |
317
+136
| +75% | +$1.72K | ﹤0.01% | 4202 |
|
|
2024
Q2 | $2K | Sell |
181
-24
| -12% | -$265 | ﹤0.01% | 4247 |
|
|
2024
Q1 | $3K | Sell |
205
-206
| -50% | -$3.02K | ﹤0.01% | 3872 |
|
|
2023
Q4 | $7K | Sell |
411
-522
| -56% | -$8.89K | ﹤0.01% | 3359 |
|
|
2023
Q3 | $13K | Hold |
933
| – | – | ﹤0.01% | 2994 |
|
|
2023
Q2 | $13K | Sell |
933
-168
| -15% | -$2.34K | ﹤0.01% | 2927 |
|
|
2023
Q1 | $15K | Buy |
1,101
+617
| +127% | +$8.41K | ﹤0.01% | 2704 |
|
|
2022
Q4 | $6K | Buy |
484
+67
| +16% | +$831 | ﹤0.01% | 3095 |
|
|
2022
Q3 | $6K | Buy |
417
+341
| +449% | +$4.91K | ﹤0.01% | 2988 |
|
|
2022
Q2 | $1K | Sell |
76
-530
| -87% | -$6.97K | ﹤0.01% | 3583 |
|
|
2022
Q1 | $15K | Buy |
606
+265
| +78% | +$6.56K | ﹤0.01% | 2257 |
|
|
2021
Q4 | $8K | Buy |
+341
| New | +$8K | ﹤0.01% | 2480 |
|
|
2021
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2021
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q1 | $4K | Buy |
+171
| New | +$4K | ﹤0.01% | 2438 |
|
|
2017
Q4 | – | Sell |
-88
| Closed | -$3K | – | 1544 |
|
|
2017
Q3 | $3K | Buy |
88
+78
| +780% | +$2.66K | ﹤0.01% | 1216 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1038 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 842 |
|