IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1K | – | 4704 |
|
|
2022
Q4 | $1K | Sell |
8
-125
| -94% | -$15.6K | ﹤0.01% | 4583 |
|
|
2022
Q3 | $2K | Hold |
133
| – | – | ﹤0.01% | 4485 |
|
|
2022
Q2 | $2K | Buy |
133
+124
| +1,378% | +$1.87K | ﹤0.01% | 4263 |
|
|
2022
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 4263 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5731 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5541 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5357 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5107 |
|
|
2020
Q3 | – | Sell |
-537
| Closed | -$11K | – | 4896 |
|
|
2020
Q2 | $11K | Buy |
537
+7
| +1% | +$143 | ﹤0.01% | 1794 |
|
|
2020
Q1 | $8K | Buy |
530
+162
| +44% | +$2.45K | ﹤0.01% | 1889 |
|
|
2019
Q4 | $29K | Sell |
368
-36
| -9% | -$2.84K | ﹤0.01% | 1476 |
|
|
2019
Q3 | $35K | Buy |
+404
| New | +$35K | ﹤0.01% | 1524 |
|
|
2019
Q1 | $5K | Buy |
50
+14
| +39% | +$1.4K | ﹤0.01% | 1903 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 3061 |
|
|
2018
Q3 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 3222 |
|
|
2017
Q4 | – | Sell |
-7
| Closed | -$1K | – | 4352 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 4004 |
|
|
2017
Q2 | $1K | Sell |
7
-13
| -65% | -$1.86K | ﹤0.01% | 4012 |
|
|
2017
Q1 | $5K | Buy |
20
+11
| +122% | +$2.75K | ﹤0.01% | 3336 |
|
|
2016
Q4 | $3K | Sell |
9
-10
| -53% | -$3.33K | ﹤0.01% | 3573 |
|
|
2016
Q3 | $7K | Buy |
19
+10
| +111% | +$3.68K | ﹤0.01% | 3090 |
|
|
2016
Q2 | $3K | Sell |
9
-41
| -82% | -$13.7K | ﹤0.01% | 3414 |
|
|
2016
Q1 | $5K | Buy |
50
+43
| +614% | +$4.3K | ﹤0.01% | 1903 |
|
|
2015
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 3440 |
|