Sequoia Financial Advisors’s Chatham Lodging CLDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,254
| Closed | -$128K | – | 1371 |
|
|
2024
Q4 | $128K | Buy |
14,254
+217
| +2% | +$1.94K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $120K | Buy |
14,037
+694
| +5% | +$5.91K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $114K | Buy |
13,343
+337
| +3% | +$2.87K | ﹤0.01% | 1144 |
|
|
2024
Q1 | $131K | Sell |
13,006
-7,124
| -35% | -$72K | ﹤0.01% | 1089 |
|
|
2023
Q4 | $216K | Buy |
20,130
+7,162
| +55% | +$76.8K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $124K | Buy |
12,968
+79
| +0.6% | +$756 | ﹤0.01% | 900 |
|
|
2023
Q2 | $121K | Sell |
12,889
-619
| -5% | -$5.79K | ﹤0.01% | 906 |
|
|
2023
Q1 | $142K | Sell |
13,508
-435
| -3% | -$4.56K | ﹤0.01% | 784 |
|
|
2022
Q4 | $171K | Buy |
+13,943
| New | +$171K | ﹤0.01% | 745 |
|