RWM
Revisor Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,627
| Closed | -$315K | – | 181 |
|
|
2024
Q2 | $315K | Sell |
9,627
-9,501
| -50% | -$311K | 0.22% | 113 |
|
|
2024
Q1 | $692K | Buy |
+19,128
| New | +$692K | 0.31% | 76 |
|
|
2023
Q4 | – | Sell |
-14,857
| Closed | -$498K | – | 161 |
|
|
2023
Q3 | $498K | Hold |
14,857
| – | – | 0.42% | 52 |
|
|
2023
Q2 | $506K | Buy |
14,857
+2,368
| +19% | +$80.7K | 0.45% | 49 |
|
|
2023
Q1 | $407K | Buy |
+12,489
| New | +$407K | 0.37% | 67 |
|