Everence Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,771
| Closed | -$47K | – | 783 |
|
|
2020
Q2 | $47K | Hold |
2,771
| – | – | 0.01% | 660 |
|
|
2020
Q1 | $38K | Hold |
2,771
| – | – | 0.01% | 619 |
|
|
2019
Q4 | $222K | Hold |
2,771
| – | – | 0.03% | 585 |
|
|
2019
Q3 | $238K | Buy |
2,771
+1,398
| +102% | +$120K | 0.04% | 505 |
|
|
2019
Q2 | $134K | Hold |
1,373
| – | – | 0.02% | 612 |
|
|
2019
Q1 | $130K | Buy |
+1,373
| New | +$130K | 0.02% | 603 |
|