Foresight Wealth Management, LLC
- SEC CIK
- 0001729735
- Latest filing
- Feb 13, 2023
PECO holding history
Phillips Edison & Company, Inc. in every 13F filed by Foresight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PECO overviewAll 13F holders of PECOFull Q4 2022 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −10,977−100.0% | Sold out | Holders |
| Q3 2022 | 10,977 | $308.0K | 0.1% | −825−7.0% | Reduced | Holders |
| Q2 2022 | 11,802 | $394.0K | 0.1% | −1,428−10.8% | Reduced | Holders |
| Q1 2022 | 13,230 | $455.0K | 0.2% | +13,230 | New | Holders |