Gradient Investments’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,056
| Closed | -$148K | – | 1660 |
|
|
2023
Q4 | $148K | Sell |
4,056
-1,133
| -22% | -$41.3K | ﹤0.01% | 376 |
|
|
2023
Q3 | $174K | Hold |
5,189
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $177K | Hold |
5,189
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $169K | Hold |
5,189
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $165K | Hold |
5,189
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $146K | Buy |
5,189
+1,133
| +28% | +$31.9K | ﹤0.01% | 317 |
|
|
2022
Q2 | $136K | Hold |
4,056
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $139K | Buy |
+4,056
| New | +$139K | ﹤0.01% | 329 |
|