BFG
Barber Financial Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.08M | Sell |
63,782
-2,682
| -4% | -$87.5K | 0.37% | 31 |
|
|
2022
Q4 | $2.12M | Sell |
66,464
-1,311
| -2% | -$41.7K | 0.59% | 22 |
|
|
2022
Q3 | $1.9M | Sell |
67,775
-3,828
| -5% | -$107K | 0.55% | 23 |
|
|
2022
Q2 | $2.39M | Buy |
+71,603
| New | +$2.39M | 0.39% | 24 |
|