True Wealth Design’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Buy |
565
+5
| +0.9% | +$175 | 0.01% | 381 |
|
|
2025
Q1 | $20.4K | Buy |
560
+5
| +0.9% | +$182 | 0.01% | 339 |
|
|
2024
Q4 | $20.8K | Buy |
555
+4
| +0.7% | +$150 | 0.01% | 317 |
|
|
2024
Q3 | $20.8K | Buy |
+551
| New | +$20.8K | 0.01% | 321 |
|
|
2024
Q1 | – | Sell |
-515
| Closed | -$18.8K | – | 804 |
|
|
2023
Q4 | $18.8K | Buy |
515
+5
| +1% | +$182 | 0.01% | 205 |
|
|
2023
Q3 | $17.1K | Buy |
510
+4
| +0.8% | +$134 | 0.01% | 185 |
|
|
2023
Q2 | $17.2K | Buy |
506
+5
| +1% | +$170 | 0.01% | 193 |
|
|
2023
Q1 | $16.4K | Buy |
501
+1
| +0.2% | +$33 | 0.01% | 214 |
|
|
2022
Q4 | $15.9K | Buy |
+500
| New | +$15.9K | 0.01% | 197 |
|