DWM
Diversify Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
57,825
-16,580
| -22% | -$560K | 0.12% | 183 |
|
|
2025
Q1 | $2.6M | Sell |
74,405
-3,814
| -5% | -$133K | 0.19% | 143 |
|
|
2024
Q4 | $2.78M | Sell |
78,219
-6,677
| -8% | -$237K | 0.22% | 123 |
|
|
2024
Q3 | $3.14M | Sell |
84,896
-1,925
| -2% | -$71.2K | 0.3% | 83 |
|
|
2024
Q2 | $2.94M | Buy |
+86,821
| New | +$2.94M | 0.37% | 68 |
|