CWM
Curi Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,942
| Closed | -$1.02M | – | 99 |
|
|
2023
Q4 | $1.02M | Sell |
27,942
-3,090
| -10% | -$113K | 0.14% | 64 |
|
|
2023
Q3 | $1.04M | Sell |
31,032
-3,641
| -11% | -$122K | 0.16% | 64 |
|
|
2023
Q2 | $1.18M | Sell |
34,673
-3,321
| -9% | -$113K | 0.16% | 62 |
|
|
2023
Q1 | $1.24M | Sell |
37,994
-3,559
| -9% | -$116K | 0.18% | 60 |
|
|
2022
Q4 | $1.32M | Sell |
41,553
-4,003
| -9% | -$127K | 0.19% | 65 |
|
|
2022
Q3 | $1.28M | Buy |
45,556
+45,156
| +11,289% | +$1.27M | 0.21% | 59 |
|
|
2022
Q2 | $13K | Buy |
400
+1
| +0.3% | +$33 | ﹤0.01% | 348 |
|
|
2022
Q1 | $13K | Buy |
+399
| New | +$13K | ﹤0.01% | 330 |
|