EWM
Evercore Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,000
| Closed | -$402K | – | 439 |
|
|
2023
Q3 | $402K | Sell |
12,000
-38,156
| -76% | -$1.28M | 0.01% | 291 |
|
|
2023
Q2 | $1.71M | Sell |
50,156
-2,000
| -4% | -$68.2K | 0.03% | 172 |
|
|
2023
Q1 | $1.7M | Sell |
52,156
-5,000
| -9% | -$163K | 0.03% | 164 |
|
|
2022
Q4 | $1.82M | Sell |
57,156
-4,900
| -8% | -$156K | 0.04% | 158 |
|
|
2022
Q3 | $1.74M | Buy |
62,056
+51,056
| +464% | +$1.43M | 0.04% | 150 |
|
|
2022
Q2 | $368K | Buy |
+11,000
| New | +$368K | 0.01% | 294 |
|