TWA
TCI Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-189
| Closed | -$6.17K | – | 1640 |
|
|
2023
Q1 | $6.17K | Buy |
+189
| New | +$6.17K | ﹤0.01% | 1386 |
|
|
2022
Q4 | – | Sell |
-189
| Closed | -$5K | – | 2618 |
|
|
2022
Q3 | $5K | Buy |
189
+43
| +29% | +$1.14K | ﹤0.01% | 1498 |
|
|
2022
Q2 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 1516 |
|