Global Wealth Management Investment Advisory’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $261K | Buy |
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