TWD
CLDT

True Wealth Design’s Chatham Lodging CLDT Stock Holding History

True Wealth Design’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87K Sell
141
-8
-5% -$83 ﹤0.01% 1713
2026
Q1 		$1.17K Buy
149
+22
+17% +$164 ﹤0.01% 1742
2025
Q4 		$865 Sell
127
-259
-67% -$1.72K ﹤0.01% 1761
2025
Q3 		$2.59K Buy
386
+120
+45% +$859 ﹤0.01% 1372
2025
Q2 		$1.85K Buy
266
+250
+1,563% +$1.75K ﹤0.01% 1211
2025
Q1 		$115 Buy
+16
New +$133 ﹤0.01% 2151
2024
Q4 		– Sell
-914
Closed -$7.79K – 1389
2024
Q3 		$7.79K Buy
914
+7
+0.8% +$59 ﹤0.01% 468
2024
Q2 		$7.72K Buy
907
+7
+0.8% +$63 ﹤0.01% 255
2024
Q1 		$9.1K Buy
900
+6
+0.7% +$63 ﹤0.01% 249
2023
Q4 		$9.59K Buy
894
+6
+0.7% +$60 ﹤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% +$59 ﹤0.01% 222
2023
Q1 		$9.19K Buy
876
+5
+0.6% +$61 ﹤0.01% 246
2022
Q4 		$10.7K Buy
+871
New +$10.7K ﹤0.01% 216

Other funds holding CLDT

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return