Integrated Wealth Concepts LLC Phillips Edison & Company, Inc. Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$30.93 - $35.07 $463 - $526	15 Added 0.21%	7,123 $232,000
Q1 2024 May 15, 2024	SELL	$34.3 - $36.64 $49,769 - $53,164	-1,451 Reduced 16.95%	7,108 $254,000
Q4 2023 Feb 13, 2024	BUY	$32.43 - $37.25 $64 - $74	2 Added 0.02%	8,559 $312,000
Q3 2023 Nov 15, 2023	BUY	$33.1 - $36.16 $1,456 - $1,591	44 Added 0.52%	8,557 $287,000
Q2 2023 Aug 15, 2023	SELL	$28.14 - $34.09 $48,766 - $59,077	-1,733 Reduced 16.91%	8,513 $290,000
Q1 2023 May 03, 2023	BUY	$30.04 - $34.47 $307,789 - $353,179	10,246 New	10,246 $334,000
Q2 2022 Aug 08, 2022	BUY	$31.26 - $36.04 $891,285 - $1.03 Million	28,512 New	28,512 $953,000

425

95.6M

75.9K

1.1K

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.59B
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...

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