CWS
PEI

Confluence Wealth Services’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Confluence Wealth Services’s Portfolio PEI Stock Details PEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-197
Closed – – 1297
2021
Q4 		$0 Buy
+197
New – ﹤0.01% 1284