FW
Fairway Wealth’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,173
| Closed | -$456K | – | 278 |
|
|
2024
Q4 | $456K | Hold |
12,173
| – | – | 0.21% | 41 |
|
|
2024
Q3 | $459K | Hold |
12,173
| – | – | 0.23% | 35 |
|
|
2024
Q2 | $398K | Sell |
12,173
-9,259
| -43% | -$303K | 0.23% | 34 |
|
|
2024
Q1 | $769K | Sell |
21,432
-6,420
| -23% | -$230K | 0.52% | 30 |
|
|
2023
Q4 | $1.02M | Buy |
+27,852
| New | +$1.02M | 0.78% | 25 |
|