Prestige Wealth Management Group’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Hold |
1,333
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $48.8K | Hold |
1,333
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $50.1K | Hold |
1,333
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $50.4K | Hold |
1,333
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $43.7K | Hold |
1,333
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $47.9K | Hold |
1,333
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $48.8K | Hold |
1,333
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $44.8K | Hold |
1,333
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $45.6K | Hold |
1,333
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $43.6K | Hold |
1,333
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $42.6K | Hold |
1,333
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $38K | Hold |
1,333
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $45K | Hold |
1,333
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $46K | Buy |
+1,333
| New | +$46K | 0.01% | 249 |
|