Creative Planning’s Pebblebrook Hotel Trust PEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
+17,619
| New | +$176K | ﹤0.01% | 3263 |
|
|
2023
Q2 | – | Sell |
-33
| Closed | -$464 | – | 2651 |
|
|
2023
Q1 | $464 | Buy |
+33
| New | +$464 | ﹤0.01% | 2498 |
|
|
2017
Q3 | – | Sell |
-624
| Closed | -$20K | – | 3094 |
|
|
2017
Q2 | $20K | Buy |
624
+2
| +0.3% | +$64 | ﹤0.01% | 3150 |
|
|
2017
Q1 | $18K | Sell |
622
-248
| -29% | -$7.18K | ﹤0.01% | 3164 |
|
|
2016
Q4 | $26K | Sell |
870
-548
| -39% | -$16.4K | ﹤0.01% | 2863 |
|
|
2016
Q3 | $38K | Sell |
1,418
-292
| -17% | -$7.83K | ﹤0.01% | 2555 |
|
|
2016
Q2 | $45K | Buy |
1,710
+46
| +3% | +$1.21K | ﹤0.01% | 2185 |
|
|
2016
Q1 | $48K | Hold |
1,664
| – | – | ﹤0.01% | 2122 |
|
|
2015
Q4 | $47K | Sell |
1,664
-1,399
| -46% | -$39.5K | ﹤0.01% | 2142 |
|
|
2015
Q3 | $109K | Buy |
+3,063
| New | +$109K | ﹤0.01% | 1538 |
|
|
2015
Q2 | – | Sell |
-1,445
| Closed | -$67K | – | 2341 |
|
|
2015
Q1 | $67K | Sell |
1,445
-273
| -16% | -$12.7K | ﹤0.01% | 1800 |
|
|
2014
Q4 | $78K | Buy |
1,718
+634
| +58% | +$28.8K | ﹤0.01% | 1684 |
|
|
2014
Q3 | $40K | Buy |
1,084
+84
| +8% | +$3.1K | ﹤0.01% | 2060 |
|
|
2014
Q2 | $37K | Sell |
1,000
-427
| -30% | -$15.8K | ﹤0.01% | 2062 |
|
|
2014
Q1 | $48K | Buy |
1,427
+1,027
| +257% | +$34.5K | ﹤0.01% | 1817 |
|
|
2013
Q4 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 2475 |
|