Beaird Harris 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
Q3 | – | Sell |
-12,478
| Closed | -$408K | – | 679 |
|
|
2024
Q2 | $408K | Hold |
12,478
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $448K | Hold |
12,478
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $455K | Hold |
12,478
| – | – | 0.05% | 71 |
|
|
2023
Q3 | $419K | Hold |
12,478
| – | – | 0.05% | 64 |
|
|
2023
Q2 | $425K | Hold |
12,478
| – | – | 0.05% | 61 |
|
|
2023
Q1 | $407K | Hold |
12,478
| – | – | 0.07% | 58 |
|
|
2022
Q4 | $397K | Hold |
12,478
| – | – | 0.07% | 61 |
|
|
2022
Q3 | $350K | Buy |
+12,478
| New | +$350K | 0.08% | 57 |
|
|
2022
Q2 | – | Sell |
-12,478
| Closed | -$429K | – | 544 |
|
|
2022
Q1 | $429K | Buy |
+12,478
| New | +$429K | 0.16% | 51 |
|