IFP Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1K | – | 4700 |
|
|
2022
Q4 | $1K | Sell |
8
-125
| -94% | -$357 | ﹤0.01% | 4583 |
|
|
2022
Q3 | $2K | Hold |
133
| – | – | ﹤0.01% | 4484 |
|
|
2022
Q2 | $2K | Buy |
133
+124
| +1,378% | +$817 | ﹤0.01% | 4262 |
|
|
2022
Q1 | $2K | Buy |
+9
| New | +$120 | ﹤0.01% | 4260 |
|
|
2020
Q3 | – | Sell |
-537
| Closed | -$8.43K | – | 3136 |
|
|
2020
Q2 | $11K | Buy |
537
+7
| +1% | +$126 | ﹤0.01% | 1802 |
|
|
2020
Q1 | $8K | Buy |
530
+162
| +44% | +$7.85K | ﹤0.01% | 1906 |
|
|
2019
Q4 | $29K | Sell |
368
-36
| -9% | -$3K | ﹤0.01% | 1476 |
|
|
2019
Q3 | $35K | Buy |
+404
| New | +$34.2K | ﹤0.01% | 1524 |
|
|
2019
Q1 | $5K | Buy |
50
+14
| +39% | +$1.38K | ﹤0.01% | 1903 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 3111 |
|
|
2018
Q3 | $5K | Buy |
+36
| New | +$5.6K | ﹤0.01% | 3261 |
|
|
2017
Q4 | – | Sell |
-7
| Closed | -$1K | – | 4409 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 4044 |
|
|
2017
Q2 | $1K | Sell |
7
-13
| -65% | -$2.42K | ﹤0.01% | 4046 |
|
|
2017
Q1 | $5K | Buy |
20
+11
| +122% | +$2.78K | ﹤0.01% | 3371 |
|
|
2016
Q4 | $3K | Sell |
9
-10
| -53% | -$2.99K | ﹤0.01% | 3602 |
|
|
2016
Q3 | $7K | Buy |
19
+10
| +111% | +$3.58K | ﹤0.01% | 3107 |
|
|
2016
Q2 | $3K | Sell |
9
-41
| -82% | -$13.6K | ﹤0.01% | 3426 |
|
|
2016
Q1 | $5K | Buy |
50
+43
| +614% | +$12.8K | ﹤0.01% | 1897 |
|
|
2015
Q4 | $2K | Buy |
+7
| New | +$2.26K | ﹤0.01% | 3456 |
|
Other funds holding PEI
IFP Advisors's PEI Position: Q1 2023 in Review
IFP Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2023, closing a stake of 8 shares — an estimated $1K sold.
IFP Advisors first reported a position in PEI in Q4 2015 and held it in 19 quarters. The position peaked at $35K in Q3 2019. 2 funds tracked by Wall St. Rank hold PEI as of Q1 2023.
- IFP Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 8 Pennsylvania Real Estate Investment Trust shares in Q1 2023, an estimated $1K.
- IFP Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2015 and held it in 19 quarters.
- IFP Advisors's Pennsylvania Real Estate Investment Trust position peaked at $35K in Q3 2019.
- 2 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.