OWA
Outlook 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 | $1.46M | Hold |
41,766
| – | – | 0.38% | 53 |
|
|
2025
Q1 | $1.52M | Hold |
41,766
| – | – | 0.42% | 49 |
|
|
2024
Q4 | $1.56M | Hold |
41,766
| – | – | 0.45% | 43 |
|
|
2024
Q3 | $1.57M | Hold |
41,766
| – | – | 0.45% | 42 |
|
|
2024
Q2 | $664K | Hold |
41,766
| – | – | 0.21% | 101 |
|
|
2024
Q1 | $1.5M | Hold |
41,766
| – | – | 0.46% | 44 |
|
|
2023
Q4 | $1.52M | Hold |
41,766
| – | – | 0.53% | 43 |
|
|
2023
Q3 | $1.4M | Sell |
41,766
-284
| -0.7% | -$9.53K | 0.54% | 44 |
|
|
2023
Q2 | $1.43M | Hold |
42,050
| – | – | 0.54% | 43 |
|
|
2023
Q1 | $1.37M | Hold |
42,050
| – | – | 0.61% | 39 |
|
|
2022
Q4 | $1.34M | Hold |
42,050
| – | – | 0.64% | 36 |
|
|
2022
Q3 | $1.18M | Buy |
42,050
+284
| +0.7% | +$7.97K | 0.53% | 44 |
|
|
2022
Q2 | $1.4M | Hold |
41,766
| – | – | 0.57% | 41 |
|
|
2022
Q1 | $1.44M | Buy |
+41,766
| New | +$1.44M | 0.48% | 52 |
|