Geneos Wealth Management’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 | $2.79K | Sell |
400
-200
| -33% | -$1.39K | ﹤0.01% | 2739 |
|
|
2025
Q1 | $4.28K | Buy |
600
+400
| +200% | +$2.85K | ﹤0.01% | 2796 |
|
|
2024
Q4 | $1.79K | Hold |
200
| – | – | ﹤0.01% | 2640 |
|
|
2024
Q3 | $1.7K | Hold |
200
| – | – | ﹤0.01% | 2332 |
|
|
2024
Q2 | $1.7K | Hold |
200
| – | – | ﹤0.01% | 1915 |
|
|
2024
Q1 | $2.02K | Hold |
200
| – | – | ﹤0.01% | 1896 |
|
|
2023
Q4 | $2.14K | Hold |
200
| – | – | ﹤0.01% | 1908 |
|
|
2023
Q3 | $1.91K | Hold |
200
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q2 | $1.87K | Hold |
200
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q1 | $2.1K | Buy |
+200
| New | +$2.1K | ﹤0.01% | 1894 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$4K | – | 2101 |
|
|
2022
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 2389 |
|
|
2021
Q3 | $5K | Sell |
400
-600
| -60% | -$7.5K | ﹤0.01% | 2436 |
|
|
2021
Q2 | $12K | Sell |
1,000
-500
| -33% | -$6K | ﹤0.01% | 2121 |
|
|
2021
Q1 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 2078 |
|
|
2020
Q4 | $20K | Sell |
1,500
-900
| -38% | -$12K | ﹤0.01% | 1901 |
|
|
2020
Q3 | $17K | Sell |
2,400
-800
| -25% | -$5.67K | ﹤0.01% | 1720 |
|
|
2020
Q2 | $18K | Hold |
3,200
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q1 | $19K | Hold |
3,200
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q4 | $58K | Hold |
3,200
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q3 | $58K | Hold |
3,200
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q2 | $60K | Hold |
3,200
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q1 | $61K | Sell |
3,200
-200
| -6% | -$3.81K | ﹤0.01% | 1048 |
|
|
2018
Q4 | $60K | Hold |
3,400
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q3 | $71K | Hold |
3,400
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q2 | $72K | Sell |
3,400
-400
| -11% | -$8.47K | 0.01% | 897 |
|
|
2018
Q1 | $72K | Buy |
3,800
+400
| +12% | +$7.58K | 0.01% | 860 |
|
|
2017
Q4 | $77K | Buy |
3,400
+2,400
| +240% | +$54.4K | 0.01% | 839 |
|
|
2017
Q3 | $21K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 1294 |
|