Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-186
| Closed | -$32K | – | 4508 |
|
|
2017
Q2 | $32K | Sell |
186
-80
| -30% | -$13.8K | ﹤0.01% | 2833 |
|
|
2017
Q1 | $60K | Sell |
266
-77
| -22% | -$17.4K | ﹤0.01% | 2333 |
|
|
2016
Q4 | $97K | Sell |
343
-218
| -39% | -$61.7K | ﹤0.01% | 1882 |
|
|
2016
Q3 | $194K | Sell |
561
-47
| -8% | -$16.3K | ﹤0.01% | 1412 |
|
|
2016
Q2 | $196K | Buy |
608
+47
| +8% | +$15.2K | ﹤0.01% | 1257 |
|
|
2016
Q1 | $184K | Buy |
561
+58
| +12% | +$19K | ﹤0.01% | 1254 |
|
|
2015
Q4 | $165K | Buy |
503
+338
| +205% | +$111K | ﹤0.01% | 1313 |
|
|
2015
Q3 | $49K | Buy |
+165
| New | +$49K | ﹤0.01% | 2052 |
|
|
2015
Q2 | – | Sell |
-184
| Closed | -$64K | – | 3981 |
|
|
2015
Q1 | $64K | Sell |
184
-10
| -5% | -$3.48K | ﹤0.01% | 1840 |
|
|
2014
Q4 | $68K | Buy |
194
+34
| +21% | +$11.9K | ﹤0.01% | 1784 |
|
|
2014
Q3 | $48K | Buy |
+160
| New | +$48K | ﹤0.01% | 1942 |
|
|
2014
Q2 | – | Sell |
-32
| Closed | -$9K | – | 4026 |
|
|
2014
Q1 | $9K | Buy |
+32
| New | +$9K | ﹤0.01% | 2781 |
|