IHT Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $703K | Sell |
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|
2024
Q3 | $833K | Buy |
|
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $805K | Buy |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $796K | Buy |
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|
2023
Q1 | $700K | Sell |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $712K | Buy |
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