Dogwood Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34 | Hold |
1
| – | – | ﹤0.01% | 683 |
|
|
2025
Q1 | $35 | Hold |
1
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $36 | Hold |
1
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $36 | Sell |
1
-294
| -100% | -$10.6K | ﹤0.01% | 193 |
|
|
2024
Q2 | $9.66K | Sell |
295
-2,853
| -91% | -$93.4K | 0.01% | 178 |
|
|
2024
Q1 | $113K | Hold |
3,148
| – | – | 0.08% | 93 |
|
|
2023
Q4 | $115K | Buy |
+3,148
| New | +$115K | 0.09% | 92 |
|