WOSD
WFA of San Diego’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $30.8K | Hold |
816
| – | – | 0.03% | 216 |
|
|
2024
Q2 | $26.7K | Buy |
+816
| New | +$26.7K | 0.02% | 225 |
|
|
2023
Q3 | $27.4K | Hold |
816
| – | – | 0.03% | 218 |
|
|
2023
Q2 | $27.8K | Buy |
+816
| New | +$27.8K | 0.03% | 218 |
|
|
2023
Q1 | – | Sell |
-816
| Closed | -$26K | – | 318 |
|
|
2022
Q4 | $26K | Buy |
+816
| New | +$26K | 0.02% | 265 |
|