RMR Wealth Builders’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $2.97M | Sell |
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|
2023
Q4 | $3.18M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $3.18M | Sell |
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|
2023
Q1 | $4.44M | Sell |
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|
2022
Q4 | $4.49M | Sell |
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|
2022
Q3 | $4.99M | Sell |
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|
2022
Q2 | $7.1M | Sell |
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|
2022
Q1 | $7.58M | Buy |
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