Advisornet Financial’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2K | Hold |
605
| – | – | ﹤0.01% | 1228 |
|
|
2025
Q1 | $22.1K | Sell |
605
-402
| -40% | -$14.7K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $37.7K | Hold |
1,007
| – | – | ﹤0.01% | 955 |
|
|
2024
Q3 | $38K | Hold |
1,007
| – | – | ﹤0.01% | 991 |
|
|
2024
Q2 | $32.9K | Sell |
1,007
-186
| -16% | -$6.08K | ﹤0.01% | 942 |
|
|
2024
Q1 | $42.8K | Hold |
1,193
| – | – | ﹤0.01% | 855 |
|
|
2023
Q4 | $43.5K | Sell |
1,193
-387
| -24% | -$14.1K | ﹤0.01% | 844 |
|
|
2023
Q3 | $53K | Hold |
1,580
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $53.8K | Hold |
1,580
| – | – | ﹤0.01% | 790 |
|
|
2023
Q1 | $51.5K | Hold |
1,580
| – | – | ﹤0.01% | 790 |
|
|
2022
Q4 | $50.3K | Hold |
1,580
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $44K | Hold |
1,580
| – | – | ﹤0.01% | 875 |
|
|
2022
Q2 | $53K | Sell |
1,580
-1,777
| -53% | -$59.6K | 0.01% | 845 |
|
|
2022
Q1 | $115K | Buy |
+3,357
| New | +$115K | 0.01% | 700 |
|