BWA
BlueChip Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
12,298
-5,192
| -30% | -$182K | 0.19% | 93 |
|
|
2025
Q1 | $638K | Hold |
17,490
| – | – | 0.31% | 69 |
|
|
2024
Q4 | $655K | Sell |
17,490
-952
| -5% | -$35.7K | 0.36% | 61 |
|
|
2024
Q3 | $695K | Hold |
18,442
| – | – | 0.36% | 59 |
|
|
2024
Q2 | $603K | Buy |
18,442
+7,340
| +66% | +$240K | 0.36% | 61 |
|
|
2024
Q1 | $398K | Hold |
11,102
| – | – | 0.26% | 77 |
|
|
2023
Q4 | $405K | Buy |
+11,102
| New | +$405K | 0.28% | 73 |
|