ARG
Advisory Resource Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
5,914
| – | – | 0.04% | 163 |
|
|
2025
Q1 | $216K | Hold |
5,914
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $222K | Hold |
5,914
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $223K | Sell |
5,914
-5,053
| -46% | -$191K | 0.05% | 153 |
|
|
2024
Q2 | $359K | Sell |
10,967
-2,549
| -19% | -$83.4K | 0.08% | 124 |
|
|
2024
Q1 | $485K | Sell |
13,516
-11,740
| -46% | -$421K | 0.11% | 117 |
|
|
2023
Q4 | $921K | Sell |
25,256
-4,058
| -14% | -$148K | 0.23% | 72 |
|
|
2023
Q3 | $983K | Sell |
29,314
-29,479
| -50% | -$989K | 0.27% | 63 |
|
|
2023
Q2 | $2M | Sell |
58,793
-7,427
| -11% | -$253K | 0.54% | 48 |
|
|
2023
Q1 | $2.16M | Hold |
66,220
| – | – | 0.61% | 44 |
|
|
2022
Q4 | $2.11M | Sell |
66,220
-965
| -1% | -$30.7K | 0.63% | 41 |
|
|
2022
Q3 | $1.89M | Hold |
67,185
| – | – | 0.62% | 46 |
|
|
2022
Q2 | $2.25M | Sell |
67,185
-6,766
| -9% | -$226K | 0.73% | 41 |
|
|
2022
Q1 | $2.54M | Sell |
73,951
-8,411
| -10% | -$289K | 0.79% | 34 |
|
|
2021
Q4 | $2.6M | Buy |
+82,362
| New | +$2.6M | 0.87% | 29 |
|