Stockman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-667
| Closed | -$53K | – | 177 |
|
|
2019
Q4 | $53K | Hold |
667
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $57K | Hold |
667
| – | – | 0.02% | 161 |
|
|
2019
Q2 | $65K | Hold |
667
| – | – | 0.03% | 153 |
|
|
2019
Q1 | $63K | Hold |
667
| – | – | 0.03% | 149 |
|
|
2018
Q4 | $59K | Hold |
667
| – | – | 0.03% | 148 |
|
|
2018
Q3 | $95K | Buy |
+667
| New | +$95K | 0.04% | 148 |
|