IHT Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
6,775
-1,994
| -23% | -$69.9K | 0.01% | 1003 |
|
|
2025
Q1 | $320K | Sell |
8,769
-9,990
| -53% | -$365K | 0.01% | 836 |
|
|
2024
Q4 | $703K | Sell |
18,759
-3,324
| -15% | -$125K | 0.02% | 565 |
|
|
2024
Q3 | $833K | Buy |
22,083
+10
| +0% | +$377 | 0.02% | 554 |
|
|
2024
Q2 | $722K | Buy |
22,073
+10
| +0% | +$327 | 0.03% | 524 |
|
|
2024
Q1 | $791K | Buy |
22,063
+9
| +0% | +$323 | 0.03% | 488 |
|
|
2023
Q4 | $805K | Buy |
22,054
+10
| +0% | +$365 | 0.04% | 446 |
|
|
2023
Q3 | $739K | Sell |
22,044
-1,311
| -6% | -$44K | 0.04% | 428 |
|
|
2023
Q2 | $796K | Buy |
23,355
+1,895
| +9% | +$64.6K | 0.04% | 397 |
|
|
2023
Q1 | $700K | Sell |
21,460
-535
| -2% | -$17.5K | 0.04% | 403 |
|
|
2022
Q4 | $700K | Sell |
21,995
-37
| -0.2% | -$1.18K | 0.04% | 390 |
|
|
2022
Q3 | $618K | Buy |
22,032
+719
| +3% | +$20.2K | 0.05% | 395 |
|
|
2022
Q2 | $712K | Buy |
+21,313
| New | +$712K | 0.06% | 295 |
|