CIBC Private Wealth Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
9,977
| – | – | ﹤0.01% | 928 |
|
|
2025
Q1 | $335K | Hold |
9,977
| – | – | ﹤0.01% | 934 |
|
|
2024
Q4 | $365K | Hold |
9,977
| – | – | ﹤0.01% | 955 |
|
|
2024
Q3 | $376K | Buy |
9,977
+9,477
| +1,895% | +$357K | ﹤0.01% | 959 |
|
|
2024
Q2 | $16.3K | Buy |
+500
| New | +$16.3K | ﹤0.01% | 2109 |
|