LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-367
| Closed | -$53K | – | 558 |
|
|
2018
Q1 | $53K | Buy |
+367
| New | +$53K | 0.03% | 219 |
|
|
2017
Q3 | – | Sell |
-831
| Closed | -$141K | – | 112 |
|
|
2017
Q2 | $141K | Hold |
831
| – | – | 0.1% | 105 |
|
|
2017
Q1 | $189K | Hold |
831
| – | – | 0.13% | 107 |
|
|
2016
Q4 | $236K | Hold |
831
| – | – | 0.17% | 110 |
|
|
2016
Q3 | $287K | Buy |
831
+32
| +4% | +$11.1K | 0.2% | 88 |
|
|
2016
Q2 | $257K | Hold |
799
| – | – | 0.18% | 90 |
|
|
2016
Q1 | $262K | Hold |
799
| – | – | 0.19% | 83 |
|
|
2015
Q4 | $262K | Hold |
799
| – | – | 0.19% | 75 |
|
|
2015
Q3 | $238K | Hold |
799
| – | – | 0.17% | 80 |
|
|
2015
Q2 | $256K | Buy |
799
+119
| +18% | +$38.1K | 0.17% | 83 |
|
|
2015
Q1 | $237K | Hold |
680
| – | – | 0.16% | 69 |
|
|
2014
Q4 | $239K | Buy |
+680
| New | +$239K | 0.16% | 67 |
|
|
2014
Q2 | – | Sell |
-367
| Closed | -$99K | – | 273 |
|
|
2014
Q1 | $99K | Hold |
367
| – | – | 0.08% | 85 |
|
|
2013
Q4 | $104K | Buy |
+367
| New | +$104K | 0.07% | 81 |
|