Creative Planning’s Chatham Lodging CLDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
+23,468
| New | +$164K | ﹤0.01% | 3289 |
|
|
2024
Q4 | – | Sell |
-10,488
| Closed | -$89.4K | – | 3578 |
|
|
2024
Q3 | $89.4K | Buy |
+10,488
| New | +$89.4K | ﹤0.01% | 3035 |
|
|
2017
Q3 | – | Sell |
-3,625
| Closed | -$73K | – | 2160 |
|
|
2017
Q2 | $73K | Buy |
3,625
+2,750
| +314% | +$55.4K | ﹤0.01% | 2195 |
|
|
2017
Q1 | $17K | Buy |
875
+125
| +17% | +$2.43K | ﹤0.01% | 3181 |
|
|
2016
Q4 | $15K | Buy |
750
+550
| +275% | +$11K | ﹤0.01% | 3219 |
|
|
2016
Q3 | $4K | Sell |
200
-50
| -20% | -$1K | ﹤0.01% | 3858 |
|
|
2016
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 3549 |
|
|
2016
Q1 | – | Sell |
-20
| Closed | – | – | 4215 |
|
|
2015
Q4 | $0 | Sell |
20
-1,150
| -98% | – | ﹤0.01% | 4275 |
|
|
2015
Q3 | $25K | Buy |
+1,170
| New | +$25K | ﹤0.01% | 2534 |
|
|
2015
Q2 | – | Sell |
-1,022
| Closed | -$30K | – | 1376 |
|
|
2015
Q1 | $30K | Sell |
1,022
-989
| -49% | -$29K | ﹤0.01% | 2377 |
|
|
2014
Q4 | $58K | Buy |
2,011
+1,811
| +906% | +$52.2K | ﹤0.01% | 1884 |
|
|
2014
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3211 |
|