SOA Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-332
| Closed | -$12.5K | – | 895 |
|
|
2024
Q3 | $12.5K | Hold |
332
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $10.9K | Hold |
332
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $11.9K | Hold |
332
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $12.1K | Hold |
332
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $11.1K | Hold |
332
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $11.3K | Hold |
332
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $10.8K | Hold |
332
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $10.6K | Hold |
332
| – | – | ﹤0.01% | 513 |
|
|
2022
Q3 | $9K | Buy |
+332
| New | +$9K | ﹤0.01% | 527 |
|