LWM
Lakeridge Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
18,158
-4,129
| -19% | -$145K | 0.29% | 64 |
|
|
2025
Q1 | $813K | Buy |
22,287
+174
| +0.8% | +$6.35K | 0.41% | 45 |
|
|
2024
Q4 | $828K | Buy |
22,113
+167
| +0.8% | +$6.26K | 0.43% | 42 |
|
|
2024
Q3 | $828K | Sell |
21,946
-1,727
| -7% | -$65.1K | 0.45% | 41 |
|
|
2024
Q2 | $774K | Buy |
23,673
+193
| +0.8% | +$6.31K | 0.47% | 42 |
|
|
2024
Q1 | $842K | Sell |
23,480
-493
| -2% | -$17.7K | 0.55% | 35 |
|
|
2023
Q4 | $875K | Buy |
+23,973
| New | +$875K | 0.63% | 32 |
|