VWA
Valued 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 | $7.79K | Hold |
222
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $8.12K | Sell |
222
-76
| -26% | -$2.78K | ﹤0.01% | 255 |
|
|
2024
Q4 | $11.2K | Buy |
298
+1
| +0.3% | +$38 | 0.01% | 215 |
|
|
2024
Q3 | $11.2K | Buy |
297
+2
| +0.7% | +$76 | 0.01% | 196 |
|
|
2024
Q2 | $9.67K | Sell |
295
-49
| -14% | -$1.61K | 0.01% | 202 |
|
|
2024
Q1 | $12.5K | Buy |
344
+67
| +24% | +$2.43K | 0.01% | 164 |
|
|
2023
Q4 | $9.3K | Buy |
+277
| New | +$9.3K | 0.01% | 128 |
|