United Capital Financial Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33,896
| Closed | -$369K | – | 1235 |
|
|
2020
Q1 | $369K | Buy |
33,896
+13,083
| +63% | +$142K | ﹤0.01% | 917 |
|
|
2019
Q4 | $558K | Sell |
20,813
-492
| -2% | -$13.2K | ﹤0.01% | 950 |
|
|
2019
Q3 | $593K | Buy |
21,305
+2,224
| +12% | +$61.9K | ﹤0.01% | 897 |
|
|
2019
Q2 | $538K | Buy |
19,081
+1,463
| +8% | +$41.3K | ﹤0.01% | 1017 |
|
|
2019
Q1 | $547K | Sell |
17,618
-42,250
| -71% | -$1.31M | ﹤0.01% | 947 |
|
|
2018
Q4 | $1.7M | Sell |
59,868
-4,499
| -7% | -$127K | 0.01% | 596 |
|
|
2018
Q3 | $2.34M | Buy |
+64,367
| New | +$2.34M | 0.02% | 572 |
|
|
2016
Q2 | – | Sell |
-8,783
| Closed | -$255K | – | 1276 |
|
|
2016
Q1 | $255K | Buy |
+8,783
| New | +$255K | ﹤0.01% | 1049 |
|
|
2015
Q2 | – | Sell |
-8,979
| Closed | -$386K | – | 1299 |
|
|
2015
Q1 | $386K | Sell |
8,979
-721
| -7% | -$31K | ﹤0.01% | 1001 |
|
|
2014
Q4 | $443K | Buy |
9,700
+1,170
| +14% | +$53.4K | 0.01% | 858 |
|
|
2014
Q3 | $319K | Buy |
+8,530
| New | +$319K | 0.01% | 918 |
|