RFS
Retirement Financial Solutions’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,127
| Closed | -$200K | – | 41 |
|
|
2024
Q2 | $200K | Buy |
+6,127
| New | +$200K | 0.09% | 39 |
|
|
2024
Q1 | – | Sell |
-5,547
| Closed | -$202K | – | 44 |
|
|
2023
Q4 | $202K | Buy |
+5,547
| New | +$202K | 0.11% | 45 |
|
|
2023
Q3 | – | Sell |
-7,513
| Closed | -$256K | – | 42 |
|
|
2023
Q2 | $256K | Sell |
7,513
-4,379
| -37% | -$149K | 0.18% | 30 |
|
|
2023
Q1 | $388K | Sell |
11,892
-1,601
| -12% | -$52.2K | 0.31% | 25 |
|
|
2022
Q4 | $430K | Buy |
+13,493
| New | +$430K | 0.37% | 22 |
|