Carson Wealth (CWM LLC)’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
19,777
+385
| +2% | +$13.5K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $708K | Sell |
19,392
-1,914
| -9% | -$69.9K | ﹤0.01% | 1316 |
|
|
2024
Q4 | $798K | Buy |
21,306
+6,016
| +39% | +$225K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $577K | Sell |
15,290
-1,871
| -11% | -$70.6K | ﹤0.01% | 1259 |
|
|
2024
Q2 | $561K | Sell |
17,161
-12,031
| -41% | -$393K | ﹤0.01% | 1145 |
|
|
2024
Q1 | $1.05M | Buy |
29,192
+1,263
| +5% | +$45.3K | 0.01% | 831 |
|
|
2023
Q4 | $1.02M | Sell |
27,929
-3,784
| -12% | -$138K | 0.01% | 800 |
|
|
2023
Q3 | $1.06M | Sell |
31,713
-12,076
| -28% | -$405K | 0.01% | 724 |
|
|
2023
Q2 | $1.49M | Sell |
43,789
-22,147
| -34% | -$755K | 0.01% | 590 |
|
|
2023
Q1 | $2.15M | Sell |
65,936
-11,976
| -15% | -$391K | 0.01% | 464 |
|
|
2022
Q4 | $2.48M | Sell |
77,912
-8,991
| -10% | -$286K | 0.02% | 416 |
|
|
2022
Q3 | $2.44M | Sell |
86,903
-5,042
| -5% | -$141K | 0.02% | 395 |
|
|
2022
Q2 | $3.07M | Buy |
+91,945
| New | +$3.07M | 0.02% | 354 |
|
|
2022
Q1 | – | Sell |
-359
| Closed | -$12K | – | 3763 |
|
|
2021
Q4 | $12K | Buy |
+359
| New | +$12K | ﹤0.01% | 2252 |
|