PEI
LPL Financial’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,894
| Closed | -$23K | – | 4342 |
|
|
2021
Q1 | $23K | Buy |
+11,894
| New | +$23K | ﹤0.01% | 4016 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$6K | – | 3906 |
|
|
2020
Q3 | $6K | Buy |
+10,000
| New | +$6K | ﹤0.01% | 3519 |
|
|
2017
Q3 | – | Sell |
-16,325
| Closed | -$185K | – | 2985 |
|
|
2017
Q2 | $185K | Buy |
16,325
+4,714
| +41% | +$53.4K | ﹤0.01% | 2601 |
|
|
2017
Q1 | $174K | Sell |
11,611
-670
| -5% | -$10K | ﹤0.01% | 2525 |
|
|
2016
Q4 | $237K | Sell |
12,281
-163
| -1% | -$3.15K | ﹤0.01% | 2356 |
|
|
2016
Q3 | $278K | Buy |
12,444
+270
| +2% | +$6.03K | ﹤0.01% | 2177 |
|
|
2016
Q2 | $265K | Sell |
12,174
-176
| -1% | -$3.83K | ﹤0.01% | 2166 |
|
|
2016
Q1 | $270K | Hold |
12,350
| – | – | ﹤0.01% | 2594 |
|
|
2015
Q4 | $270K | Buy |
+12,350
| New | +$270K | ﹤0.01% | 2613 |
|