MWM
Modern 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 | $4.07M | Sell |
116,089
-2,052
| -2% | -$71.9K | 0.1% | 179 |
|
|
2025
Q1 | $4.31M | Buy |
118,141
+713
| +0.6% | +$26K | 0.14% | 140 |
|
|
2024
Q4 | $4.4M | Buy |
117,428
+41,205
| +54% | +$1.54M | 0.16% | 121 |
|
|
2024
Q3 | $2.87M | Sell |
76,223
-7,200
| -9% | -$272K | 0.18% | 90 |
|
|
2024
Q2 | $2.73M | Sell |
83,423
-221
| -0.3% | -$7.23K | 0.2% | 70 |
|
|
2024
Q1 | $3M | Sell |
83,644
-2,026
| -2% | -$72.7K | 0.28% | 48 |
|
|
2023
Q4 | $3.13M | Buy |
+85,670
| New | +$3.13M | 0.39% | 32 |
|