Partnervest Advisory Services’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
Q3 | – | Sell |
-933
| Closed | -$154K | – | 227 |
|
|
2018
Q2 | $154K | Buy |
+933
| New | +$154K | 0.07% | 191 |
|
|
2014
Q3 | – | Sell |
-18
| Closed | -$5K | – | 1025 |
|
|
2014
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 851 |
|
|
2014
Q1 | $5K | Hold |
18
| – | – | ﹤0.01% | 822 |
|
|
2013
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 792 |
|
|
2013
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 821 |
|
|
2013
Q2 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 756 |
|