MWA
Monograph Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
6,638
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $243K | Hold |
6,638
| – | – | 0.03% | 103 |
|
|
2024
Q4 | $249K | Hold |
6,638
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $251K | Hold |
6,638
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $218K | Hold |
6,638
| – | – | 0.03% | 98 |
|
|
2024
Q1 | $239K | Hold |
6,638
| – | – | 0.04% | 143 |
|
|
2023
Q4 | $243K | Hold |
6,638
| – | – | 0.04% | 96 |
|
|
2023
Q3 | $223K | Hold |
6,638
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $227K | Hold |
6,638
| – | – | 0.05% | 76 |
|
|
2023
Q1 | $217K | Hold |
6,638
| – | – | 0.05% | 77 |
|
|
2022
Q4 | $212K | Buy |
+6,638
| New | +$212K | 0.06% | 86 |
|
|
2022
Q3 | – | Sell |
-6,638
| Closed | -$222K | – | 78 |
|
|
2022
Q2 | $222K | Hold |
6,638
| – | – | 0.06% | 67 |
|
|
2022
Q1 | $229K | Buy |
+6,638
| New | +$229K | 0.06% | 78 |
|