Steward Partners Investment Advisory’s Pebblebrook Hotel Trust PEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-203
| Closed | -$3.13K | – | 3690 |
|
|
2024
Q1 | $3.13K | Hold |
203
| – | – | ﹤0.01% | 3184 |
|
|
2023
Q4 | $3.24K | Buy |
+203
| New | +$3.24K | ﹤0.01% | 3108 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$1K | – | 3349 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3110 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 3094 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 6977 |
|
|
2021
Q1 | $1.22K | Hold |
50
| – | – | ﹤0.01% | 3294 |
|
|
2020
Q4 | $1K | Sell |
50
-408
| -89% | -$8.16K | ﹤0.01% | 2799 |
|
|
2020
Q3 | $6K | Hold |
458
| – | – | ﹤0.01% | 2313 |
|
|
2020
Q2 | $6K | Hold |
458
| – | – | ﹤0.01% | 2226 |
|
|
2020
Q1 | $4K | Sell |
458
-50
| -10% | -$437 | ﹤0.01% | 2156 |
|
|
2019
Q4 | $13K | Sell |
508
-80
| -14% | -$2.05K | ﹤0.01% | 1923 |
|
|
2019
Q3 | $16K | Hold |
588
| – | – | ﹤0.01% | 1808 |
|
|
2019
Q2 | $16K | Buy |
+588
| New | +$16K | ﹤0.01% | 1794 |
|
|
2018
Q4 | – | Sell |
-588
| Closed | -$21K | – | 1739 |
|
|
2018
Q3 | $21K | Buy |
588
+130
| +28% | +$4.64K | ﹤0.01% | 1537 |
|
|
2018
Q2 | $18K | Hold |
458
| – | – | ﹤0.01% | 1507 |
|
|
2018
Q1 | $15K | Buy |
+458
| New | +$15K | ﹤0.01% | 1446 |
|