Barlow Wealth Partners’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 | $213K | Buy |
6,086
+53
| +0.9% | +$1.86K | 0.03% | 129 |
|
|
2025
Q1 | $212K | Buy |
6,033
+51
| +0.9% | +$1.79K | 0.03% | 130 |
|
|
2024
Q4 | $212K | Sell |
5,982
-1,347
| -18% | -$47.8K | 0.03% | 131 |
|
|
2024
Q3 | $265K | Buy |
7,329
+59
| +0.8% | +$2.14K | 0.03% | 129 |
|
|
2024
Q2 | $247K | Buy |
7,270
+66
| +0.9% | +$2.25K | 0.03% | 131 |
|
|
2024
Q1 | $237K | Buy |
7,204
+78
| +1% | +$2.57K | 0.03% | 135 |
|
|
2023
Q4 | $260K | Buy |
+7,126
| New | +$260K | 0.04% | 124 |
|