JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-91
| Closed | – | – | 2001 |
|
|
2022
Q2 | $0 | Hold |
91
| – | – | ﹤0.01% | 2018 |
|
|
2022
Q1 | $1K | Hold |
91
| – | – | ﹤0.01% | 1797 |
|
|
2021
Q4 | $1K | Hold |
91
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $1K | Hold |
91
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $1K | Hold |
91
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $2K | Hold |
91
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $1K | Hold |
91
| – | – | ﹤0.01% | 496 |
|
|
2019
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 393 |
|
|
2019
Q3 | $8K | Hold |
91
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $9K | Hold |
91
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $9K | Hold |
91
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $8K | Hold |
91
| – | – | ﹤0.01% | 370 |
|
|
2018
Q3 | $13K | Hold |
91
| – | – | ﹤0.01% | 381 |
|
|
2018
Q2 | $15K | Hold |
91
| – | – | ﹤0.01% | 338 |
|
|
2018
Q1 | $13K | Hold |
91
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $16K | Hold |
91
| – | – | ﹤0.01% | 348 |
|
|
2017
Q3 | $14K | Hold |
91
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $16K | Hold |
91
| – | – | ﹤0.01% | 319 |
|
|
2017
Q1 | $26K | Hold |
91
| – | – | 0.01% | 282 |
|
|
2016
Q4 | $26K | Hold |
91
| – | – | 0.01% | 282 |
|
|
2016
Q3 | $32K | Hold |
91
| – | – | 0.01% | 278 |
|
|
2016
Q2 | $29K | Hold |
91
| – | – | 0.01% | 294 |
|
|
2016
Q1 | $30K | Hold |
91
| – | – | 0.01% | 283 |
|
|
2015
Q4 | $30K | Buy |
+91
| New | +$30K | 0.01% | 293 |
|