WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-152
| Closed | -$53K | – | 1848 |
|
|
2016
Q3 | $53K | Hold |
152
| – | – | 0.01% | 694 |
|
|
2016
Q2 | $49K | Hold |
152
| – | – | 0.01% | 691 |
|
|
2016
Q1 | $50K | Hold |
152
| – | – | 0.01% | 664 |
|
|
2015
Q4 | $50K | Hold |
152
| – | – | 0.01% | 663 |
|
|
2015
Q3 | $45K | Hold |
152
| – | – | 0.01% | 684 |
|
|
2015
Q2 | $49K | Hold |
152
| – | – | 0.01% | 739 |
|
|
2015
Q1 | $53K | Hold |
152
| – | – | 0.01% | 717 |
|
|
2014
Q4 | $54K | Sell |
152
-4,747
| -97% | -$1.69M | 0.01% | 860 |
|
|
2014
Q3 | $1.47M | Sell |
4,899
-10
| -0.2% | -$2.99K | 0.28% | 74 |
|
|
2014
Q2 | $1.39M | Buy |
+4,909
| New | +$1.39M | 0.26% | 85 |
|
|
2013
Q3 | – | Sell |
-219
| Closed | -$62K | – | 2372 |
|
|
2013
Q2 | $62K | Buy |
+219
| New | +$62K | 0.01% | 812 |
|