EWM
EPG 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 | – | Sell |
-16,440
| Closed | -$600K | – | 393 |
|
|
2025
Q1 | $600K | Buy |
16,440
+134
| +0.8% | +$4.89K | 0.17% | 148 |
|
|
2024
Q4 | $611K | Sell |
16,306
-2,606
| -14% | -$97.6K | 0.16% | 144 |
|
|
2024
Q3 | $713K | Buy |
+18,912
| New | +$713K | 0.18% | 134 |
|
|
2024
Q2 | – | Sell |
-20,814
| Closed | -$747K | – | 143 |
|
|
2024
Q1 | $747K | Sell |
20,814
-858
| -4% | -$30.8K | 0.18% | 140 |
|
|
2023
Q4 | $747K | Sell |
21,672
-2,755
| -11% | -$95K | 0.2% | 128 |
|
|
2023
Q3 | $819K | Buy |
24,427
+147
| +0.6% | +$4.93K | 0.25% | 102 |
|
|
2023
Q2 | $827K | Buy |
24,280
+159
| +0.7% | +$5.42K | 0.24% | 103 |
|
|
2023
Q1 | $787K | Sell |
24,121
-1,644
| -6% | -$53.6K | 0.25% | 96 |
|
|
2022
Q4 | $820K | Sell |
25,765
-3,842
| -13% | -$122K | 0.31% | 76 |
|
|
2022
Q3 | $830K | Sell |
29,607
-1,210
| -4% | -$33.9K | 0.34% | 70 |
|
|
2022
Q2 | $1.03M | Buy |
30,817
+524
| +2% | +$17.5K | 0.44% | 55 |
|
|
2022
Q1 | $1.04M | Buy |
+30,293
| New | +$1.04M | 0.36% | 59 |
|