GWMIA
Global Wealth Management Investment Advisory’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
8,145
+1,200
| +17% | +$42K | 0.05% | 127 |
|
|
2025
Q1 | $253K | Buy |
6,945
+922
| +15% | +$33.6K | 0.05% | 126 |
|
|
2024
Q4 | $226K | Sell |
6,023
-4,017
| -40% | -$150K | 0.05% | 132 |
|
|
2024
Q3 | $379K | Buy |
10,040
+3,026
| +43% | +$114K | 0.08% | 120 |
|
|
2024
Q2 | $229K | Hold |
7,014
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $252K | Hold |
7,014
| – | – | 0.06% | 128 |
|
|
2023
Q4 | $256K | Sell |
7,014
-2,072
| -23% | -$75.6K | 0.07% | 124 |
|
|
2023
Q3 | $305K | Buy |
9,086
+2,072
| +30% | +$69.5K | 0.09% | 125 |
|
|
2023
Q2 | $239K | Hold |
7,014
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $229K | Sell |
7,014
-2,108
| -23% | -$68.8K | 0.07% | 127 |
|
|
2022
Q4 | $290K | Buy |
+9,122
| New | +$290K | 0.09% | 118 |
|
|
2022
Q3 | – | Sell |
-10,195
| Closed | -$341K | – | 373 |
|
|
2022
Q2 | $341K | Buy |
10,195
+2,592
| +34% | +$86.7K | 0.12% | 112 |
|
|
2022
Q1 | $261K | Buy |
+7,603
| New | +$261K | 0.08% | 134 |
|