Sanctuary Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $115K | Hold |
3,070
| – | – | 0.08% | 65 |
|
|
2024
Q3 | $116K | Hold |
3,070
| – | – | 0.08% | 63 |
|
|
2024
Q2 | $100K | Hold |
3,070
| – | – | 0.08% | 66 |
|
|
2024
Q1 | $110K | Hold |
3,070
| – | – | 0.09% | 61 |
|
|
2023
Q4 | $112K | Hold |
3,070
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $103K | Hold |
3,070
| – | – | 0.11% | 50 |
|
|
2023
Q2 | $105K | Buy |
+3,070
| New | +$105K | 0.11% | 51 |
|
|
2022
Q4 | $97.7K | Buy |
+3,070
| New | +$97.7K | 0.11% | 46 |
|