WA
PEI
WealthTrust Axiom’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,950
| Closed | -$165K | – | 238 |
|
|
2017
Q1 | $165K | Hold |
10,950
| – | – | 0.06% | 212 |
|
|
2016
Q4 | $207K | Hold |
10,950
| – | – | 0.08% | 198 |
|
|
2016
Q3 | $252K | Hold |
10,950
| – | – | 0.09% | 169 |
|
|
2016
Q2 | $234K | Hold |
10,950
| – | – | 0.09% | 174 |
|
|
2016
Q1 | $239K | Hold |
10,950
| – | – | 0.09% | 162 |
|
|
2015
Q4 | $239K | Hold |
10,950
| – | – | 0.09% | 166 |
|
|
2015
Q3 | $217K | Hold |
10,950
| – | – | 0.09% | 174 |
|
|
2015
Q2 | $233K | Sell |
10,950
-300
| -3% | -$6.38K | 0.09% | 181 |
|
|
2015
Q1 | $261K | Sell |
11,250
-72
| -0.6% | -$1.67K | 0.09% | 169 |
|
|
2014
Q4 | $265K | Buy |
11,322
+72
| +0.6% | +$1.69K | 0.09% | 167 |
|
|
2014
Q3 | $224K | Hold |
11,250
| – | – | 0.08% | 180 |
|
|
2014
Q2 | $211K | Buy |
11,250
+700
| +7% | +$13.1K | 0.07% | 189 |
|
|
2014
Q1 | $190K | Hold |
10,550
| – | – | 0.07% | 188 |
|
|
2013
Q4 | $200K | Buy |
+10,550
| New | +$200K | 0.08% | 172 |
|