SWA
PEI
Sutton Wealth Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,334
| Closed | -$15.2K | – | 1238 |
|
|
2019
Q2 | $15.2K | Hold |
2,334
| – | – | 0.01% | 660 |
|
|
2019
Q1 | $14.7K | Buy |
+2,334
| New | +$14.7K | 0.01% | 677 |
|
|
2018
Q2 | – | Sell |
-1,435
| Closed | -$13.8K | – | 1178 |
|
|
2018
Q1 | $13.8K | Hold |
1,435
| – | – | 0.01% | 699 |
|
|
2017
Q4 | $17.1K | Buy |
+1,435
| New | +$17.1K | 0.01% | 604 |
|
|
2017
Q3 | – | Sell |
-1,403
| Closed | -$15.9K | – | 1119 |
|
|
2017
Q2 | $15.9K | Buy |
+1,403
| New | +$15.9K | 0.01% | 608 |
|
|
2017
Q1 | – | Sell |
-1,010
| Closed | -$19.2K | – | 1091 |
|
|
2016
Q4 | $19.2K | Buy |
1,010
+826
| +449% | +$15.7K | 0.02% | 511 |
|
|
2016
Q3 | $4.24K | Buy |
+184
| New | +$4.24K | ﹤0.01% | 851 |
|