Ameritas Advisory Services’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 | $1.87M | Sell |
53,316
-34,213
| -39% | -$1.2M | 0.1% | 204 |
|
|
2025
Q1 | $3.24M | Buy |
87,529
+3,422
| +4% | +$127K | 0.13% | 160 |
|
|
2024
Q4 | $3.15M | Sell |
84,107
-25,461
| -23% | -$954K | 0.11% | 177 |
|
|
2024
Q3 | $4.13M | Sell |
109,568
-8,830
| -7% | -$333K | 0.18% | 128 |
|
|
2024
Q2 | $3.87M | Sell |
118,398
-668
| -0.6% | -$21.9K | 0.15% | 145 |
|
|
2024
Q1 | $4.06M | Buy |
119,066
+62,877
| +112% | +$2.14M | 0.17% | 122 |
|
|
2023
Q4 | $2.02M | Sell |
56,189
-94,023
| -63% | -$3.39M | 0.11% | 175 |
|
|
2023
Q3 | $5.14M | Buy |
150,212
+50,313
| +50% | +$1.72M | 0.26% | 79 |
|
|
2023
Q2 | $3.31M | Sell |
99,899
-61,535
| -38% | -$2.04M | 0.43% | 48 |
|
|
2023
Q1 | $5.17M | Sell |
161,434
-83,335
| -34% | -$2.67M | 0.26% | 80 |
|
|
2022
Q4 | $7.79M | Buy |
+244,769
| New | +$7.79M | 0.36% | 57 |
|
|
2022
Q3 | – | Sell |
-165,887
| Closed | -$5.54M | – | 798 |
|
|
2022
Q2 | $5.54M | Sell |
165,887
-4,090
| -2% | -$137K | 0.32% | 67 |
|
|
2022
Q1 | $5.85M | Buy |
+169,977
| New | +$5.85M | 0.21% | 77 |
|