IFP Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31K | Hold |
104
| – | – | ﹤0.01% | 4111 |
|
|
2025
Q4 | $1.18K | Hold |
104
| – | – | ﹤0.01% | 4020 |
|
|
2025
Q3 | $1.19K | Buy |
+104
| New | +$1.12K | ﹤0.01% | 3889 |
|
|
2025
Q2 | – | Sell |
-103
| Closed | -$957 | – | 3324 |
|
|
2025
Q1 | $1.04K | Hold |
103
| – | – | ﹤0.01% | 3328 |
|
|
2024
Q4 | $1.4K | Buy |
103
+8
| +8% | +$106 | ﹤0.01% | 3210 |
|
|
2024
Q3 | $1.26K | Hold |
95
| – | – | ﹤0.01% | 3041 |
|
|
2024
Q2 | $1.31K | Hold |
95
| – | – | ﹤0.01% | 2921 |
|
|
2024
Q1 | $1.46K | Hold |
95
| – | – | ﹤0.01% | 2771 |
|
|
2023
Q4 | $1.52K | Hold |
95
| – | – | ﹤0.01% | 2742 |
|
|
2023
Q3 | $1.29K | Hold |
95
| – | – | ﹤0.01% | 2942 |
|
|
2023
Q2 | $1.32K | Sell |
95
-2
| -2% | -$28 | ﹤0.01% | 3006 |
|
|
2023
Q1 | $4K | Sell |
97
-17
| -15% | -$248 | ﹤0.01% | 2660 |
|
|
2022
Q4 | $5K | Sell |
114
-34
| -23% | -$520 | ﹤0.01% | 3804 |
|
|
2022
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 3953 |
|
|
2022
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 3704 |
|
|
2022
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 3704 |
|
|
2021
Q4 | $4K | Hold |
148
| – | – | ﹤0.01% | 2587 |
|
|
2021
Q3 | $4K | Buy |
148
+34
| +30% | +$753 | ﹤0.01% | 2651 |
|
|
2021
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 2766 |
|
|
2021
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 2697 |
|
|
2020
Q4 | $2K | Sell |
114
-29
| -20% | -$469 | ﹤0.01% | 2645 |
|
|
2020
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 2500 |
|
|
2020
Q2 | $2K | Buy |
+143
| New | +$1.77K | ﹤0.01% | 2418 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$549 | – | 2935 |
|
|
2019
Q4 | $1K | Sell |
27
-1
| -4% | -$26 | ﹤0.01% | 2704 |
|
|
2019
Q3 | $1K | Buy |
+28
| New | +$768 | ﹤0.01% | 2908 |
|
|
2019
Q1 | – | Sell |
-268
| Closed | -$8K | – | 3116 |
|
|
2018
Q4 | $8K | Buy |
268
+206
| +332% | +$6.83K | ﹤0.01% | 2626 |
|
|
2018
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 3564 |
|
|
2018
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 3612 |
|
|
2018
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 3528 |
|
|
2017
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 3579 |
|
|
2017
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 3772 |
|
|
2017
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 3752 |
|
|
2017
Q1 | $2K | Sell |
62
-185
| -75% | -$5.36K | ﹤0.01% | 3675 |
|
|
2016
Q4 | $7K | Hold |
247
| – | – | ﹤0.01% | 3132 |
|
|
2016
Q3 | $7K | Sell |
247
-405
| -62% | -$11.6K | ﹤0.01% | 3065 |
|
|
2016
Q2 | $17K | Buy |
+652
| New | +$17.3K | ﹤0.01% | 2455 |
|
|
2016
Q1 | – | Sell |
-417
| Closed | -$12K | – | 3110 |
|
|
2015
Q4 | $12K | Buy |
+417
| New | +$13.8K | ﹤0.01% | 2490 |
|
Other funds holding PEB
VPM
VCM
