Howe & Rusling’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
Q2 | – | Sell |
-25
| Closed | -$2K | – | 908 |
|
2019
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 706 |
|
2018
Q4 | – | Sell |
-6
| Closed | -$1K | – | 950 |
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 850 |
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 814 |
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 927 |
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 834 |
|
2017
Q2 | – | Sell |
-64
| Closed | -$14K | – | 1095 |
|
2017
Q1 | $14K | Hold |
64
| – | – | ﹤0.01% | 424 |
|
2016
Q4 | $18K | Hold |
64
| – | – | ﹤0.01% | 388 |
|
2016
Q3 | $22K | Buy |
64
+11
| +21% | +$3.78K | ﹤0.01% | 357 |
|
2016
Q2 | $17K | Hold |
53
| – | – | ﹤0.01% | 391 |
|
2016
Q1 | $17K | Hold |
53
| – | – | ﹤0.01% | 435 |
|
2015
Q4 | $17K | Hold |
53
| – | – | ﹤0.01% | 407 |
|
2015
Q3 | $16K | Hold |
53
| – | – | ﹤0.01% | 424 |
|
2015
Q2 | $17K | Hold |
53
| – | – | ﹤0.01% | 441 |
|
2015
Q1 | $19K | Hold |
53
| – | – | ﹤0.01% | 407 |
|
2014
Q4 | $19K | Hold |
53
| – | – | ﹤0.01% | 404 |
|
2014
Q3 | $16K | Hold |
53
| – | – | ﹤0.01% | 424 |
|
2014
Q2 | $15K | Hold |
53
| – | – | ﹤0.01% | 441 |
|
2014
Q1 | $14K | Hold |
53
| – | – | ﹤0.01% | 521 |
|
2013
Q4 | $15K | Hold |
53
| – | – | ﹤0.01% | 433 |
|
2013
Q3 | $15K | Hold |
53
| – | – | 0.01% | 529 |
|
2013
Q2 | $15K | Buy |
+53
| New | +$15K | ﹤0.01% | 545 |
|