Foresight 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
2022
Q4
Sell
-10,977
Closed -$308K 77
2022
Q3
$308K Sell
10,977
-825
-7% -$23.1K 0.07% 78
2022
Q2
$394K Sell
11,802
-1,428
-11% -$47.7K 0.08% 72
2022
Q1
$455K Buy
+13,230
New +$455K 0.08% 69