Johnson Financial Group Inc (Wisconsin)’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
Q1 | – | Sell |
-997
| Closed | -$36.5K | – | 947 |
|
|
2023
Q4 | $36.5K | Hold |
997
| – | – | ﹤0.01% | 479 |
|
|
2023
Q3 | $33.5K | Hold |
997
| – | – | ﹤0.01% | 434 |
|
|
2023
Q2 | $34.1K | Hold |
997
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $32.6K | Hold |
997
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $31.8K | Hold |
997
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $28K | Buy |
+997
| New | +$28K | ﹤0.01% | 408 |
|