Valeo 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
Q3 | – | Sell |
-138
| Closed | -$2K | – | 1924 |
|
|
2020
Q2 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 1699 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1627 |
|
|
2019
Q2 | – | Sell |
-37
| Closed | -$1K | – | 1625 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1469 |
|
|
2018
Q4 | $1K | Sell |
37
-87
| -70% | -$2.35K | ﹤0.01% | 1397 |
|
|
2018
Q3 | $4K | Buy |
124
+87
| +235% | +$2.81K | ﹤0.01% | 1274 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1450 |
|
|
2017
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1298 |
|