FWL Investment 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
2025
Q2
Hold
0
345
2025
Q1
Sell
-900
Closed -$33.7K 320
2024
Q4
$33.7K Hold
900
0.01% 169
2024
Q3
$33.9K Hold
900
0.01% 149
2024
Q2
$29.4K Hold
900
0.01% 135
2024
Q1
$32.3K Hold
900
0.02% 121
2023
Q4
$32.8K Hold
900
0.02% 110
2023
Q3
$30.2K Buy
+900
New +$30.2K 0.02% 113
2023
Q1
Sell
-1,591
Closed -$50.7K 161
2022
Q4
$50.7K Buy
+1,591
New +$50.7K 0.04% 91