Elkfork Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,097
| Closed | -$107K | – | 1088 |
|
2019
Q2 | $107K | Buy |
1,097
+334
| +44% | +$32.6K | ﹤0.01% | 933 |
|
2019
Q1 | $72K | Hold |
763
| – | – | ﹤0.01% | 959 |
|
2018
Q4 | $68K | Hold |
763
| – | – | ﹤0.01% | 933 |
|
2018
Q3 | $108K | Buy |
763
+231
| +43% | +$32.7K | ﹤0.01% | 951 |
|
2018
Q2 | $88K | Hold |
532
| – | – | ﹤0.01% | 943 |
|
2018
Q1 | $77K | Hold |
532
| – | – | ﹤0.01% | 966 |
|
2017
Q4 | $95K | Buy |
532
+44
| +9% | +$7.86K | ﹤0.01% | 940 |
|
2017
Q3 | $77K | Buy |
488
+148
| +44% | +$23.4K | ﹤0.01% | 939 |
|
2017
Q2 | $58K | Buy |
340
+127
| +60% | +$21.7K | ﹤0.01% | 952 |
|
2017
Q1 | $48K | Sell |
213
-17
| -7% | -$3.83K | ﹤0.01% | 904 |
|
2016
Q4 | $66K | Buy |
+230
| New | +$66K | ﹤0.01% | 834 |
|