GW Henssler & Associates’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
Q1 | – | Sell |
-6,008
| Closed | -$227K | – | 202 |
|
|
2024
Q4 | $227K | Hold |
6,008
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $227K | Buy |
+6,008
| New | +$227K | 0.01% | 155 |
|
|
2024
Q2 | – | Sell |
-6,008
| Closed | -$216K | – | 177 |
|
|
2024
Q1 | $216K | Hold |
6,008
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $219K | Hold |
6,008
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $202K | Hold |
6,008
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $205K | Buy |
+6,008
| New | +$205K | 0.01% | 201 |
|
|
2022
Q3 | – | Sell |
-6,008
| Closed | -$201K | – | 217 |
|
|
2022
Q2 | $201K | Hold |
6,008
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $207K | Buy |
+6,008
| New | +$207K | 0.01% | 217 |
|