SWM
PEI

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

Spire 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
Q2 		– Sell
-333
Closed -$3K – 2893
2022
Q1 		$3K Hold
333
– – ﹤0.01% 2365
2021
Q4 		$5K Hold
333
– – ﹤0.01% 2597
2021
Q3 		$10K Hold
333
– – ﹤0.01% 2112
2021
Q2 		$12K Hold
333
– – ﹤0.01% 2071
2021
Q1 		$10K Buy
+333
New +$10K ﹤0.01% 2428