Phillips Edison & Co shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $251k | 6.6k | 37.81 |
| 2024-06-30 | $218k | 6.6k | 32.81 |
| 2024-03-31 | $239k | 6.6k | 35.97 |
| 2023-12-31 | $243k | 6.6k | 36.58 |
| 2023-09-30 | $223k | 6.6k | 33.64 |
| 2023-06-30 | $227k | 6.6k | 34.17 |
| 2023-03-31 | $217k | 6.6k | 32.71 |
| 2022-12-31 | $212k | 6.6k | 31.94 |
| 2022-06-30 | $222k | 6.6k | 33.44 |
| 2022-03-31 | $229k | 6.6k | 34.50 |