MWM
PEI

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

Merriman 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
2018
Q2 		– Sell
-3,047
Closed -$441K – 211
2018
Q1 		$441K Sell
3,047
-3,226
-51% -$467K 0.12% 130
2017
Q4 		$1.12M Buy
+6,273
New +$1.12M 0.27% 78