Costello Asset Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-160
| Closed | – | – | 224 |
|
|
2022
Q3 | $0 | Hold |
160
| – | – | ﹤0.01% | 241 |
|
|
2022
Q2 | $1K | Hold |
160
| – | – | ﹤0.01% | 228 |
|
|
2022
Q1 | $2K | Hold |
160
| – | – | ﹤0.01% | 226 |
|
|
2021
Q4 | $2K | Hold |
160
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 197 |
|
|
2021
Q2 | $6K | Hold |
160
| – | – | ﹤0.01% | 193 |
|
|
2021
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 217 |
|
|
2020
Q4 | $2K | Sell |
160
-67
| -30% | -$838 | ﹤0.01% | 229 |
|
|
2020
Q3 | $2K | Hold |
227
| – | – | ﹤0.01% | 219 |
|
|
2020
Q2 | $5K | Buy |
+227
| New | +$5K | ﹤0.01% | 191 |
|