RDFA
Ritter Daniher Financial Advisory’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,331
| Closed | -$45.4K | – | 371 |
|
|
2023
Q2 | $45.4K | Hold |
1,331
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $43.4K | Hold |
1,331
| – | – | 0.02% | 147 |
|
|
2022
Q4 | $42.4K | Hold |
1,331
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $37K | Hold |
1,331
| – | – | 0.03% | 131 |
|
|
2022
Q2 | $44K | Hold |
1,331
| – | – | 0.03% | 116 |
|
|
2022
Q1 | $46K | Buy |
+1,331
| New | +$46K | 0.03% | 116 |
|