Phillips Edison & Co shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Phillips Edison & Co
Tip: Access up to 7 years of quarterly data
All positions including Phillips Edison & Co held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips Edison & Co by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.0M | 28k | 36.48 |
2023-09-30 | $1.0M | 31k | 33.54 |
2023-06-30 | $1.2M | 35k | 34.08 |
2023-03-31 | $1.2M | 38k | 32.62 |
2022-12-31 | $1.3M | 42k | 31.84 |
2022-09-30 | $1.3M | 46k | 28.05 |
2022-06-30 | $13k | 400 | 32.50 |
2022-03-31 | $13k | 399 | 32.58 |