Shufro Rose & Co’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
Q2 | – | Sell |
-673
| Closed | -$6K | – | 347 |
|
|
2022
Q1 | $6K | Buy |
+673
| New | +$6K | ﹤0.01% | 335 |
|
|
2020
Q2 | – | Sell |
-733
| Closed | -$10K | – | 305 |
|
|
2020
Q1 | $10K | Hold |
733
| – | – | ﹤0.01% | 284 |
|
|
2019
Q4 | $59K | Sell |
733
-160
| -18% | -$12.9K | 0.01% | 295 |
|
|
2019
Q3 | $77K | Buy |
893
+133
| +18% | +$11.5K | 0.01% | 302 |
|
|
2019
Q2 | $74K | Hold |
760
| – | – | 0.01% | 290 |
|
|
2019
Q1 | $72K | Hold |
760
| – | – | 0.01% | 284 |
|
|
2018
Q4 | $68K | Hold |
760
| – | – | 0.01% | 279 |
|
|
2018
Q3 | $108K | Hold |
760
| – | – | 0.01% | 281 |
|
|
2018
Q2 | $125K | Buy |
+760
| New | +$125K | 0.01% | 277 |
|