WDL
Well Done LLC’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Hold |
14,009
| – | – | 0.09% | 107 |
|
|
2025
Q1 | $525K | Hold |
14,009
| – | – | 0.1% | 107 |
|
|
2024
Q4 | $528K | Hold |
14,009
| – | – | 0.1% | 107 |
|
|
2024
Q3 | $528K | Sell |
14,009
-22,720
| -62% | -$857K | 0.1% | 108 |
|
|
2024
Q2 | $1.2M | Hold |
36,729
| – | – | 0.25% | 57 |
|
|
2024
Q1 | $1.32M | Hold |
36,729
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $1.34M | Sell |
36,729
-2,703
| -7% | -$98.6K | 0.26% | 58 |
|
|
2023
Q3 | $1.32M | Sell |
39,432
-5,677
| -13% | -$190K | 0.29% | 54 |
|
|
2023
Q2 | $1.54M | Sell |
45,109
-9,350
| -17% | -$319K | 0.33% | 48 |
|
|
2023
Q1 | $1.78M | Hold |
54,459
| – | – | 0.38% | 44 |
|
|
2022
Q4 | $1.73M | Sell |
54,459
-16,010
| -23% | -$510K | 0.37% | 48 |
|
|
2022
Q3 | $1.98M | Hold |
70,469
| – | – | 0.48% | 44 |
|
|
2022
Q2 | $2.35M | Sell |
70,469
-20,710
| -23% | -$692K | 0.52% | 42 |
|
|
2022
Q1 | $3.14M | Buy |
+91,179
| New | +$3.14M | 0.63% | 31 |
|