PPWM
PFG Private 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 | – | Sell |
-1,631
| Closed | -$59.5K | – | 187 |
|
|
2025
Q1 | $59.5K | Hold |
1,631
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $61.1K | Hold |
1,631
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $61.5K | Sell |
1,631
-272
| -14% | -$10.3K | 0.04% | 87 |
|
|
2024
Q2 | $62.2K | Buy |
+1,903
| New | +$62.2K | 0.04% | 87 |
|