Advisory Alpha’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 | $242K | Buy |
6,915
+32
| +0.5% | +$1.12K | 0.01% | 420 |
|
|
2025
Q1 | $251K | Buy |
6,883
+32
| +0.5% | +$1.17K | 0.01% | 389 |
|
|
2024
Q4 | $257K | Sell |
6,851
-421
| -6% | -$15.8K | 0.01% | 359 |
|
|
2024
Q3 | $274K | Sell |
7,272
-176
| -2% | -$6.64K | 0.01% | 329 |
|
|
2024
Q2 | $244K | Sell |
7,448
-2,897
| -28% | -$94.8K | 0.01% | 333 |
|
|
2024
Q1 | $371K | Buy |
10,345
+54
| +0.5% | +$1.94K | 0.02% | 256 |
|
|
2023
Q4 | $375K | Sell |
10,291
-2,186
| -18% | -$79.8K | 0.02% | 229 |
|
|
2023
Q3 | $418K | Sell |
12,477
-615
| -5% | -$20.6K | 0.02% | 208 |
|
|
2023
Q2 | $446K | Buy |
+13,092
| New | +$446K | 0.02% | 220 |
|