TBWA
Three Bridge Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
6,231
| – | – | 0.06% | 119 |
|
|
2025
Q1 | $228K | Hold |
6,231
| – | – | 0.08% | 79 |
|
|
2024
Q4 | $234K | Hold |
6,231
| – | – | 0.08% | 84 |
|
|
2024
Q3 | $236K | Hold |
6,231
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $204K | Hold |
6,231
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $224K | Hold |
6,231
| – | – | 0.09% | 86 |
|
|
2023
Q4 | $228K | Hold |
6,231
| – | – | 0.08% | 86 |
|
|
2023
Q3 | $210K | Hold |
6,231
| – | – | 0.09% | 90 |
|
|
2023
Q2 | $213K | Hold |
6,231
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $204K | Buy |
+6,231
| New | +$204K | 0.09% | 88 |
|