J.P. Morgan Private Wealth Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,389
| Closed | -$99K | – | 2079 |
|
|
2021
Q3 | $99K | Sell |
3,389
-64
| -2% | -$1.87K | ﹤0.01% | 1902 |
|
|
2021
Q2 | $129K | Hold |
3,453
| – | – | ﹤0.01% | 1865 |
|
|
2021
Q1 | $99K | Sell |
3,453
-34
| -1% | -$975 | ﹤0.01% | 1725 |
|
|
2020
Q4 | $52K | Sell |
3,487
-2,727
| -44% | -$40.7K | ﹤0.01% | 1690 |
|
|
2020
Q3 | $52K | Sell |
6,214
-1,633
| -21% | -$13.7K | ﹤0.01% | 1574 |
|
|
2020
Q2 | $160K | Sell |
7,847
-244
| -3% | -$4.98K | ﹤0.01% | 1482 |
|
|
2020
Q1 | $111K | Buy |
8,091
+716
| +10% | +$9.82K | ﹤0.01% | 1357 |
|
|
2019
Q4 | $590K | Sell |
7,375
-365
| -5% | -$29.2K | ﹤0.01% | 986 |
|
|
2019
Q3 | $664K | Buy |
7,740
+660
| +9% | +$56.6K | ﹤0.01% | 913 |
|
|
2019
Q2 | $690K | Buy |
7,080
+67
| +1% | +$6.53K | ﹤0.01% | 874 |
|
|
2019
Q1 | $662K | Sell |
7,013
-320
| -4% | -$30.2K | ﹤0.01% | 925 |
|
|
2018
Q4 | $653K | Sell |
7,333
-1,043
| -12% | -$92.9K | ﹤0.01% | 875 |
|
|
2018
Q3 | $1.19M | Buy |
8,376
+5,327
| +175% | +$756K | 0.01% | 774 |
|
|
2018
Q2 | $503K | Buy |
+3,049
| New | +$503K | ﹤0.01% | 1006 |
|