GWS
Glassman Wealth Services’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,293
| Closed | -$339K | – | 1355 |
|
|
2023
Q4 | $339K | Sell |
9,293
-2,033
| -18% | -$74.2K | 0.05% | 119 |
|
|
2023
Q3 | $380K | Hold |
11,326
| – | – | 0.06% | 95 |
|
|
2023
Q2 | $386K | Hold |
11,326
| – | – | 0.06% | 96 |
|
|
2023
Q1 | $369K | Hold |
11,326
| – | – | 0.06% | 97 |
|
|
2022
Q4 | $361K | Hold |
11,326
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $318K | Hold |
11,326
| – | – | 0.07% | 102 |
|
|
2022
Q2 | $378K | Buy |
+11,326
| New | +$378K | 0.08% | 94 |
|