FIA
Foundations Investment Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+7,772
| New | +$272K | ﹤0.01% | 775 |
|
|
2024
Q4 | – | Sell |
-8,151
| Closed | -$307K | – | 871 |
|
|
2024
Q3 | $307K | Buy |
+8,151
| New | +$307K | 0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-18,918
| Closed | -$645K | – | 670 |
|
|
2023
Q2 | $645K | Buy |
18,918
+233
| +1% | +$7.94K | 0.02% | 315 |
|
|
2023
Q1 | $610K | Hold |
18,685
| – | – | 0.02% | 295 |
|
|
2022
Q4 | $595K | Sell |
18,685
-2,831
| -13% | -$90.1K | 0.02% | 258 |
|
|
2022
Q3 | $604K | Sell |
21,516
-6,389
| -23% | -$179K | 0.03% | 212 |
|
|
2022
Q2 | $949K | Buy |
+27,905
| New | +$949K | 0.04% | 155 |
|