RWB
RMR Wealth Builders’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
49,840
+2,113
| +4% | +$74.2K | 0.16% | 85 |
|
|
2025
Q1 | $1.75M | Sell |
47,727
-1,866
| -4% | -$68.3K | 0.18% | 74 |
|
|
2024
Q4 | $1.86M | Sell |
49,593
-11,660
| -19% | -$437K | 0.19% | 64 |
|
|
2024
Q3 | $2.32M | Sell |
61,253
-16,716
| -21% | -$632K | 0.25% | 50 |
|
|
2024
Q2 | $2.55M | Sell |
77,969
-4,710
| -6% | -$154K | 0.29% | 44 |
|
|
2024
Q1 | $2.97M | Sell |
82,679
-4,469
| -5% | -$161K | 0.36% | 39 |
|
|
2023
Q4 | $3.18M | Sell |
87,148
-510
| -0.6% | -$18.6K | 0.45% | 31 |
|
|
2023
Q3 | $2.94M | Sell |
87,658
-5,451
| -6% | -$183K | 0.47% | 31 |
|
|
2023
Q2 | $3.18M | Sell |
93,109
-42,712
| -31% | -$1.46M | 0.54% | 28 |
|
|
2023
Q1 | $4.44M | Sell |
135,821
-4,732
| -3% | -$155K | 0.84% | 26 |
|
|
2022
Q4 | $4.49M | Sell |
140,553
-36,871
| -21% | -$1.18M | 1.02% | 20 |
|
|
2022
Q3 | $4.99M | Sell |
177,424
-34,427
| -16% | -$969K | 1.22% | 19 |
|
|
2022
Q2 | $7.1M | Sell |
211,851
-8,043
| -4% | -$269K | 1.77% | 16 |
|
|
2022
Q1 | $7.58M | Buy |
+219,894
| New | +$7.58M | 1.63% | 13 |
|