Householder Group Estate & Retirement Specialist’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,263
| Closed | -$47K | – | 996 |
|
|
2024
Q3 | $47K | Hold |
1,263
| – | – | 0.01% | 492 |
|
|
2024
Q2 | $41K | Hold |
1,263
| – | – | 0.01% | 515 |
|
|
2024
Q1 | $45.3K | Hold |
1,263
| – | – | 0.01% | 490 |
|
|
2023
Q4 | $46K | Hold |
1,263
| – | – | 0.02% | 475 |
|
|
2023
Q3 | $42.4K | Buy |
+1,263
| New | +$42.4K | 0.02% | 481 |
|
|
2023
Q1 | $41K | Hold |
1,263
| – | – | 0.02% | 475 |
|
|
2022
Q4 | $40K | Hold |
1,263
| – | – | 0.06% | 125 |
|
|
2022
Q3 | $35K | Buy |
+1,263
| New | +$35K | 0.01% | 462 |
|