Integrated Wealth Concepts’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 | $283K | Sell |
|
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|
2025
Q1 | $333K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $233K | Buy |
|
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|
2024
Q1 | $255K | Sell |
|
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|
2023
Q4 | $312K | Buy |
|
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|
2023
Q3 | $287K | Buy |
|
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|
2023
Q2 | $290K | Sell |
|
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|
2023
Q1 | $334K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $800K | Hold |
|
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|
2022
Q2 | $953K | Buy |
|