Abound Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34K | Hold |
210
| – | – | ﹤0.01% | 498 |
|
|
2025
Q1 | $7.65K | Hold |
210
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $7.85K | Hold |
210
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $7.91K | Sell |
210
-7
| -3% | -$264 | ﹤0.01% | 459 |
|
|
2024
Q2 | $7.09K | Hold |
217
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $7.77K | Hold |
217
| – | – | ﹤0.01% | 425 |
|
|
2023
Q4 | $7.9K | Buy |
217
+16
| +8% | +$583 | ﹤0.01% | 415 |
|
|
2023
Q3 | $6.73K | Hold |
201
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $6.84K | Hold |
201
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $6.55K | Buy |
201
+1
| +0.5% | +$33 | ﹤0.01% | 348 |
|
|
2022
Q4 | $6.35K | Buy |
200
+2
| +1% | +$64 | ﹤0.01% | 318 |
|
|
2022
Q3 | $5.54K | Buy |
+198
| New | +$5.54K | ﹤0.01% | 353 |
|