MFG
Midwest Financial Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,658
| Closed | -$324K | – | 111 |
|
|
2024
Q4 | $324K | Hold |
8,658
| – | – | 0.19% | 87 |
|
|
2024
Q3 | $326K | Sell |
8,658
-75
| -0.9% | -$2.82K | 0.19% | 85 |
|
|
2024
Q2 | $286K | Hold |
8,733
| – | – | 0.18% | 88 |
|
|
2024
Q1 | $313K | Sell |
8,733
-1,000
| -10% | -$35.8K | 0.21% | 86 |
|
|
2023
Q4 | $355K | Sell |
9,733
-125
| -1% | -$4.56K | 0.26% | 81 |
|
|
2023
Q3 | $331K | Sell |
9,858
-400
| -4% | -$13.4K | 0.28% | 76 |
|
|
2023
Q2 | $350K | Sell |
10,258
-287
| -3% | -$9.79K | 0.3% | 77 |
|
|
2023
Q1 | $344K | Buy |
+10,545
| New | +$344K | 0.32% | 73 |
|