Mission Wealth Management’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
Q2 | – | Sell |
-17,153
| Closed | -$560K | – | 538 |
|
|
2023
Q1 | $560K | Hold |
17,153
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $546K | Hold |
17,153
| – | – | 0.03% | 287 |
|
|
2022
Q3 | $481K | Hold |
17,153
| – | – | 0.03% | 286 |
|
|
2022
Q2 | $573K | Hold |
17,153
| – | – | 0.03% | 269 |
|
|
2022
Q1 | $590K | Buy |
+17,153
| New | +$590K | 0.03% | 269 |
|