Perfromance Wealth Partners’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 | $507K | Hold |
50,756
| – | – | 0.02% | 106 |
|
|
2025
Q1 | $514K | Buy |
50,756
+7,674
| +18% | +$77.7K | 0.02% | 90 |
|
|
2024
Q4 | $584K | Hold |
43,082
| – | – | 0.02% | 90 |
|
|
2024
Q3 | $570K | Hold |
43,082
| – | – | 0.02% | 96 |
|
|
2024
Q2 | $592K | Hold |
43,082
| – | – | 0.02% | 78 |
|
|
2024
Q1 | $664K | Buy |
43,082
+6,694
| +18% | +$103K | 0.03% | 80 |
|
|
2023
Q4 | $581K | Hold |
36,388
| – | – | 0.03% | 93 |
|
|
2023
Q3 | $495K | Hold |
36,388
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $514K | Hold |
36,388
| – | – | 0.02% | 113 |
|
|
2023
Q1 | $511K | Buy |
36,388
+8,373
| +30% | +$118K | 0.03% | 107 |
|
|
2022
Q4 | $375K | Hold |
28,015
| – | – | 0.02% | 117 |
|
|
2022
Q3 | $406K | Hold |
28,015
| – | – | 0.02% | 111 |
|
|
2022
Q2 | $464K | Hold |
28,015
| – | – | 0.03% | 104 |
|
|
2022
Q1 | $686K | Buy |
28,015
+3,559
| +15% | +$87.1K | 0.03% | 96 |
|
|
2021
Q4 | $547K | Buy |
+24,456
| New | +$547K | 0.02% | 113 |
|