Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24
| Closed | -$860 | – | 3307 |
|
|
2024
Q1 | $860 | Buy |
+24
| New | +$860 | ﹤0.01% | 2433 |
|
|
2023
Q3 | – | Sell |
-1,009
| Closed | -$34.4K | – | 1666 |
|
|
2023
Q2 | $34.4K | Buy |
1,009
+10
| +1% | +$341 | ﹤0.01% | 840 |
|
|
2023
Q1 | $32.6K | Sell |
999
-209
| -17% | -$6.82K | ﹤0.01% | 869 |
|
|
2022
Q4 | $38.5K | Sell |
1,208
-88
| -7% | -$2.8K | ﹤0.01% | 668 |
|
|
2022
Q3 | $36K | Sell |
1,296
-1,277
| -50% | -$35.5K | ﹤0.01% | 654 |
|
|
2022
Q2 | $85K | Sell |
2,573
-989
| -28% | -$32.7K | 0.01% | 510 |
|
|
2022
Q1 | $122K | Buy |
+3,562
| New | +$122K | 0.01% | 485 |
|