AWM
Accel Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
34,155
+285
| +0.8% | +$9.98K | 0.4% | 65 |
|
|
2025
Q1 | $1.24M | Buy |
33,870
+815
| +2% | +$29.7K | 0.45% | 63 |
|
|
2024
Q4 | $1.24M | Sell |
33,055
-878
| -3% | -$32.9K | 0.47% | 59 |
|
|
2024
Q3 | $1.28M | Sell |
33,933
-474
| -1% | -$17.9K | 0.48% | 58 |
|
|
2024
Q2 | $1.13M | Buy |
34,407
+3,265
| +10% | +$107K | 0.45% | 58 |
|
|
2024
Q1 | $1.12M | Buy |
31,142
+686
| +2% | +$24.6K | 0.47% | 55 |
|
|
2023
Q4 | $1.11M | Sell |
30,456
-1,343
| -4% | -$49K | 0.56% | 48 |
|
|
2023
Q3 | $1.07M | Sell |
31,799
-7,494
| -19% | -$251K | 0.59% | 47 |
|
|
2023
Q2 | $1.34M | Sell |
39,293
-2,331
| -6% | -$79.4K | 0.74% | 42 |
|
|
2023
Q1 | $1.36M | Buy |
41,624
+1,593
| +4% | +$52K | 0.56% | 52 |
|
|
2022
Q4 | $1.27M | Buy |
40,031
+1,578
| +4% | +$50.2K | 0.61% | 46 |
|
|
2022
Q3 | $1.14M | Buy |
38,453
+5,346
| +16% | +$159K | 0.61% | 51 |
|
|
2022
Q2 | $1.13M | Buy |
33,107
+8,946
| +37% | +$306K | 0.65% | 45 |
|
|
2022
Q1 | $840K | Buy |
+24,161
| New | +$840K | 0.43% | 56 |
|