Orinda Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,667
| Closed | -$1.24M | – | 38 |
|
|
2019
Q2 | $1.24M | Buy |
+12,667
| New | +$1.24M | 1.66% | 22 |
|
|
2017
Q4 | – | Sell |
-467
| Closed | -$73K | – | 46 |
|
|
2017
Q3 | $73K | Buy |
+467
| New | +$73K | 0.07% | 33 |
|
|
2015
Q4 | – | Sell |
-2,784
| Closed | -$828K | – | 165 |
|
|
2015
Q3 | $828K | Buy |
2,784
+28
| +1% | +$8.33K | 1.04% | 32 |
|
|
2015
Q2 | $882K | Buy |
+2,756
| New | +$882K | 0.99% | 35 |
|