RWPA
Richard W. Paul & Associates’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79
| Closed | -$2.96K | – | 468 |
|
|
2024
Q4 | $2.96K | Hold |
79
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $2.98K | Hold |
79
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $2.58K | Hold |
79
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $2.83K | Hold |
79
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $2.88K | Sell |
79
-1,483
| -95% | -$54.1K | ﹤0.01% | 386 |
|
|
2023
Q3 | $52.4K | Hold |
1,562
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $53.2K | Hold |
1,562
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $50.9K | Hold |
1,562
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $49.7K | Buy |
+1,562
| New | +$49.7K | 0.03% | 217 |
|