Carson Wealth (CWM LLC)’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 Q3	–	Sell	-6	Closed	–	–	4331
2022 Q2	$0	Buy	+6	New	–	﹤0.01%	4237
2017 Q4	–	Sell	-6	Closed	-$1K	–	1662
2017 Q3	$1K	Buy	+6	New	+$1K	﹤0.01%	1453