Creative Planning’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	$468K	Buy	59,413 +21,479	+57%	+$160K	﹤0.01%	3082
2025 Q4	$258K	Buy	37,934 +2,109	+6%	+$14K	﹤0.01%	3352
2025 Q3	$240K	Buy	35,825 +12,357	+53%	+$88.4K	﹤0.01%	3321
2025 Q2	$164K	Buy	+23,468	New	+$164K	﹤0.01%	3303
2024 Q4	–	Sell	-10,488	Closed	-$89.4K	–	3606
2024 Q3	$89.4K	Buy	+10,488	New	+$88.8K	﹤0.01%	3035
2017 Q3	–	Sell	-3,625	Closed	-$73K	–	2206
2017 Q2	$73K	Buy	3,625 +2,750	+314%	+$54.1K	﹤0.01%	2210
2017 Q1	$17K	Buy	875 +125	+17%	+$2.51K	﹤0.01%	3214
2016 Q4	$15K	Buy	750 +550	+275%	+$10.6K	﹤0.01%	3261
2016 Q3	$4K	Sell	200 -50	-20%	-$1.08K	﹤0.01%	3956
2016 Q2	$5K	Buy	+250	New	+$5.33K	﹤0.01%	3618
2016 Q1	–	Sell	-20	Closed	–	–	4346
2015 Q4	$0	Sell	20 -1,150	-98%	-$25.7K	﹤0.01%	4421
2015 Q3	$25K	Buy	+1,170	New	+$29K	﹤0.01%	2551
2015 Q2	–	Sell	-1,022	Closed	-$30K	–	1429
2015 Q1	$30K	Sell	1,022 -989	-49%	-$29.7K	﹤0.01%	2398
2014 Q4	$58K	Buy	2,011 +1,811	+906%	+$47.6K	﹤0.01%	1900
2014 Q3	$5K	Buy	+200	New	+$4.46K	﹤0.01%	3273