A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 10,040 shares of PECO stock, worth $391,258. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,040
Previous 7,014 43.14%
Holding current value
$391,258
Previous $229,000 65.07%
% of portfolio
0.08%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$32.1 - $38.93 $97,134 - $117,802
3,026 Added 43.14%
10,040 $378,000
Q4 2023

Feb 05, 2024

SELL
$32.43 - $37.25 $67,194 - $77,182
-2,072 Reduced 22.8%
7,014 $255,000
Q3 2023

Nov 06, 2023

BUY
$33.1 - $36.16 $68,583 - $74,923
2,072 Added 29.54%
9,086 $304,000
Q1 2023

May 08, 2023

SELL
$30.04 - $34.47 $63,324 - $72,662
-2,108 Reduced 23.11%
7,014 $228,000
Q4 2022

Feb 07, 2023

BUY
$28.0 - $33.27 $255,416 - $303,488
9,122 New
9,122 $290,000
Q3 2022

Oct 19, 2022

BUY
$27.33 - $35.13 $4.48 Million - $5.76 Million
164,040 Added 1609.02%
174,235 $4.89 Million
Q2 2022

Aug 15, 2022

BUY
$31.26 - $36.04 $81,025 - $93,415
2,592 Added 34.09%
10,195 $341,000
Q1 2022

May 17, 2022

BUY
$30.58 - $35.22 $232,499 - $267,777
7,603 New
7,603 $261,000

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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