A detailed history of Accurate Wealth Management, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,534 shares of PECO stock, worth $293,901. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,534
Previous 7,534 -0.0%
Holding current value
$293,901
Previous $246,000 15.45%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 13, 2023

SELL
$30.04 - $34.47 $25,293 - $29,023
-842 Reduced 10.05%
7,534 $245,000
Q4 2022

Jan 11, 2023

SELL
$28.0 - $33.27 $96,572 - $114,748
-3,449 Reduced 29.17%
8,376 $0
Q3 2022

Nov 14, 2022

SELL
$27.33 - $35.13 $54,960 - $70,646
-2,011 Reduced 14.53%
11,825 $632,000
Q2 2022

Aug 04, 2022

SELL
$31.26 - $36.04 $4,720 - $5,442
-151 Reduced 1.08%
13,836 $471,000
Q1 2022

May 10, 2022

BUY
$30.58 - $35.22 $427,722 - $492,622
13,987 New
13,987 $481,000

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.55B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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