J.P. Morgan Private Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $205K | Hold |
6,115
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q2 | $208K | Sell |
6,115
-765
| -11% | -$26.1K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $224K | Sell |
6,880
-6,363
| -48% | -$208K | ﹤0.01% | 1788 |
|
|
2022
Q4 | $422K | Hold |
13,243
| – | – | ﹤0.01% | 1537 |
|
|
2022
Q3 | $371K | Sell |
13,243
-112
| -0.8% | -$3.14K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $446K | Sell |
13,355
-2,867
| -18% | -$95.7K | ﹤0.01% | 1499 |
|
|
2022
Q1 | $558K | Buy |
+16,222
| New | +$558K | ﹤0.01% | 1488 |
|