DWM
PEI

Doyle Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Doyle Wealth Management’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,594
Closed -$101K – 264
2021
Q4 		$101K Hold
6,594
– – 0.01% 232
2021
Q3 		$192K Buy
+6,594
New +$192K 0.02% 219