ACG Wealth PECO Holdings History

Number of Shares
329,486.00
Current Holdings Value*
$9.24 Mil
% of Portfolio
2.12%
Total Estimate Gain
$632,827.78
% of Total Estimate Gain
5.80%

ACG Wealth's Phillips Edison & Co Inc Holding Summary

As of 2022-09-30, ACG Wealth held 329,486.00 shares of Phillips Edison & Co Inc(PECO), totaling $9.24 Mil. This investment constitutes 2.12% of their stock portfolio, and ACG Wealth now holds 0.28% of the outstanding Phillips Edison & Co Inc(PECO) stock.

The initial trade took place in 2022Q1. And since then ACG Wealth has made 2 purchases of PECO, at an average price of $33.01, for a total of 330,395.00 shares. In addition, there have been 1 sales at an average price of $32.87 for 909.00 shares. Based on historical transaction data and PECO's current price of $34.93, ACG Wealth's estimated gain on his PECO holdings is $632,827.78, reflecting a 5.80% gain to date.

ACG Wealth PECO ($34.93) Holding Chart

ACG Wealth PECO ($34.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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