True Wealth Design’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
$1.86K Buy
266
+250
+1,563% +$1.74K ﹤0.01% 1211
2025
Q1
$115 Buy
+16
New +$115 ﹤0.01% 2151
2024
Q4
Sell
-914
Closed -$7.79K 1389
2024
Q3
$7.79K Buy
914
+7
+0.8% +$60 ﹤0.01% 468
2024
Q2
$7.73K Buy
907
+7
+0.8% +$60 ﹤0.01% 255
2024
Q1
$9.1K Buy
900
+6
+0.7% +$61 ﹤0.01% 249
2023
Q4
$9.59K Buy
894
+6
+0.7% +$64 ﹤0.01% 234
2023
Q3
$8.5K Buy
888
+6
+0.7% +$57 ﹤0.01% 211
2023
Q2
$8.25K Buy
882
+6
+0.7% +$56 ﹤0.01% 222
2023
Q1
$9.19K Buy
876
+5
+0.6% +$52 ﹤0.01% 246
2022
Q4
$10.7K Buy
+871
New +$10.7K ﹤0.01% 216