HWA
HHM Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
1,100
| – | – | ﹤0.01% | 414 |
|
|
2025
Q1 | $40.1K | Sell |
1,100
-362
| -25% | -$13.2K | 0.01% | 397 |
|
|
2024
Q4 | $54.8K | Hold |
1,462
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $55.1K | Sell |
1,462
-731
| -33% | -$27.6K | 0.01% | 327 |
|
|
2024
Q2 | $71.7K | Hold |
2,193
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $78.7K | Sell |
2,193
-1,462
| -40% | -$52.4K | 0.01% | 236 |
|
|
2023
Q4 | $133K | Hold |
3,655
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $123K | Hold |
3,655
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $125K | Hold |
3,655
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $119K | Hold |
3,655
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $116K | Sell |
3,655
-877
| -19% | -$27.9K | 0.03% | 164 |
|
|
2022
Q3 | $127K | Hold |
4,532
| – | – | 0.03% | 150 |
|
|
2022
Q2 | $151K | Sell |
4,532
-3,137
| -41% | -$105K | 0.04% | 152 |
|
|
2022
Q1 | $264K | Buy |
+7,669
| New | +$264K | 0.06% | 120 |
|