Advisory Services Network’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 | $249K | Hold |
7,362
| – | – | ﹤0.01% | 1530 |
|
2025
Q1 | $269K | Sell |
7,362
-1
| -0% | -$36 | 0.01% | 1369 |
|
2024
Q4 | $276K | Sell |
7,363
-583
| -7% | -$21.8K | 0.01% | 1336 |
|
2024
Q3 | $260K | Hold |
7,946
| – | – | 0.01% | 1273 |
|
2024
Q2 | $260K | Buy |
7,946
+2,000
| +34% | +$65.4K | 0.01% | 1273 |
|
2024
Q1 | $213K | Sell |
5,946
-742
| -11% | -$26.6K | ﹤0.01% | 1307 |
|
2023
Q4 | $244K | Sell |
6,688
-2,414
| -27% | -$88.1K | 0.01% | 1181 |
|
2023
Q3 | $305K | Buy |
9,102
+2,738
| +43% | +$91.8K | 0.01% | 1131 |
|
2023
Q2 | $217K | Buy |
6,364
+1,807
| +40% | +$61.6K | 0.01% | 1265 |
|
2023
Q1 | $149K | Sell |
4,557
-1,286
| -22% | -$42K | ﹤0.01% | 1446 |
|
2022
Q4 | $186K | Sell |
5,843
-3,510
| -38% | -$112K | 0.01% | 1304 |
|
2022
Q3 | $262K | Buy |
9,353
+29
| +0.3% | +$812 | 0.01% | 1074 |
|
2022
Q2 | $312K | Buy |
9,324
+1,154
| +14% | +$38.6K | 0.01% | 1052 |
|
2022
Q1 | $281K | Buy |
+8,170
| New | +$281K | 0.01% | 1186 |
|