A detailed history of Ica Group Wealth Management, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 4,026 shares of PECO stock, worth $131,448. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,026
Previous 5,188 22.4%
Holding current value
$131,448
Previous $189,000 23.81%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$34.3 - $36.64 $39,856 - $42,575
-1,162 Reduced 22.4%
4,026 $144,000
Q4 2023

Mar 07, 2024

BUY
$32.43 - $37.25 $168,246 - $193,253
5,188 New
5,188 $189,000
Q2 2023

Aug 11, 2023

SELL
$28.14 - $34.09 $384,336 - $465,601
-13,658 Reduced 71.93%
5,331 $181,000
Q1 2023

May 12, 2023

SELL
$30.04 - $34.47 $153,264 - $175,865
-5,102 Reduced 21.18%
18,989 $619,000
Q4 2022

Feb 14, 2023

SELL
$28.0 - $33.27 $2.9 Million - $3.45 Million
-103,695 Reduced 81.15%
24,091 $767,000
Q3 2022

Nov 10, 2022

SELL
$27.33 - $35.13 $27,739 - $35,656
-1,015 Reduced 0.79%
127,786 $3.58 Million
Q2 2022

Oct 03, 2022

SELL
$31.26 - $36.04 $65,489 - $75,503
-2,095 Reduced 1.6%
128,801 $4.41 Million
Q1 2022

Oct 03, 2022

BUY
$30.58 - $35.22 $4 Million - $4.61 Million
130,896 New
130,896 $4.31 Million

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 $3.81B
  • 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
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.