Johnson Midwest Financial’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $660K | Sell |
19,668
-833
| -4% | -$27.9K | 1.48% | 12 |
|
|
2023
Q2 | $699K | Hold |
20,501
| – | – | 0.62% | 15 |
|
|
2023
Q1 | $669K | Hold |
20,501
| – | – | 0.96% | 10 |
|
|
2022
Q4 | $653K | Hold |
20,501
| – | – | 2.39% | 8 |
|
|
2022
Q3 | $575 | Sell |
20,501
-1,502
| -7% | -$42 | 2.2% | 8 |
|
|
2022
Q2 | $735K | Buy |
+22,003
| New | +$735K | 0.99% | 10 |
|