BOSSRA
B.O.S.S. Retirement Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,139
| Closed | -$224K | – | 203 |
|
|
2023
Q4 | $224K | Sell |
6,139
-74
| -1% | -$2.7K | 0.04% | 230 |
|
|
2023
Q3 | $208K | Buy |
6,213
+213
| +4% | +$7.14K | 0.04% | 229 |
|
|
2023
Q2 | $204K | Sell |
6,000
-1,820
| -23% | -$62K | 0.04% | 236 |
|
|
2023
Q1 | $255K | Buy |
7,820
+962
| +14% | +$31.4K | 0.06% | 202 |
|
|
2022
Q4 | $218K | Buy |
+6,858
| New | +$218K | 0.06% | 204 |
|