Journey Strategic Wealth’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
11,628
-938
| -7% | -$32.9K | 0.01% | 341 |
|
|
2025
Q1 | $459K | Sell |
12,566
-400
| -3% | -$14.6K | 0.02% | 239 |
|
|
2024
Q4 | $486K | Sell |
12,966
-4,000
| -24% | -$150K | 0.02% | 222 |
|
|
2024
Q3 | $640K | Buy |
16,966
+537
| +3% | +$20.3K | 0.02% | 184 |
|
|
2024
Q2 | $537K | Buy |
16,429
+4,198
| +34% | +$137K | 0.02% | 150 |
|
|
2024
Q1 | $439K | Buy |
+12,231
| New | +$439K | 0.02% | 142 |
|