AAS
PEI
Avantax Advisory Services’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,671
| Closed | -$18K | – | 1408 |
|
|
2020
Q2 | $18K | Sell |
13,671
-760
| -5% | -$1K | ﹤0.01% | 843 |
|
|
2020
Q1 | $14K | Buy |
+14,431
| New | +$14K | ﹤0.01% | 793 |
|
|
2019
Q3 | – | Sell |
-11,725
| Closed | -$76K | – | 604 |
|
|
2019
Q2 | $76K | Hold |
11,725
| – | – | ﹤0.01% | 506 |
|
|
2019
Q1 | $74K | Buy |
+11,725
| New | +$74K | ﹤0.01% | 479 |
|