FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
PECO holding history
Phillips Edison & Company, Inc. in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings
- Shares (Q1 2024)
- 107,582
- Value
- $3.56M
- % of portfolio
- 1.3%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 107,582 | $3.56M | 1.3% | −12,757−10.6% | Reduced | Holders |
| Q4 2023 | 120,339 | $4.39M | 1.7% | −7,835−6.1% | Reduced | Holders |
| Q3 2023 | 128,174 | $4.30M | 1.9% | −6,016−4.5% | Reduced | Holders |
| Q2 2023 | 134,190 | $4.57M | 2.0% | −3,044−2.2% | Reduced | Holders |
| Q1 2023 | 137,234 | $4.48M | 2.2% | −14,253−9.4% | Reduced | Holders |
| Q4 2022 | 151,487 | $4.82M | 2.7% | −3,073−2.0% | Reduced | Holders |
| Q3 2022 | 154,560 | $4.33M | 2.9% | −3,233−2.0% | Reduced | Holders |
| Q2 2022 | 157,793 | $5.27M | 3.5% | +157,793 | New | Holders |