Ameritas Investment Partners’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 | $522K | Buy |
14,911
+479
| +3% | +$16.8K | 0.02% | 826 |
|
|
2025
Q1 | $527K | Sell |
14,432
-424
| -3% | -$15.5K | 0.02% | 792 |
|
|
2024
Q4 | $557K | Buy |
14,856
+624
| +4% | +$23.4K | 0.02% | 794 |
|
|
2024
Q3 | $537K | Hold |
14,232
| – | – | 0.02% | 815 |
|
|
2024
Q2 | $466K | Hold |
14,232
| – | – | 0.02% | 829 |
|
|
2024
Q1 | $511K | Hold |
14,232
| – | – | 0.02% | 807 |
|
|
2023
Q4 | $519K | Buy |
14,232
+491
| +4% | +$17.9K | 0.02% | 791 |
|
|
2023
Q3 | $461K | Buy |
13,741
+1,981
| +17% | +$66.4K | 0.02% | 800 |
|
|
2023
Q2 | $401K | Buy |
11,760
+563
| +5% | +$19.2K | 0.02% | 832 |
|
|
2023
Q1 | $365K | Hold |
11,197
| – | – | 0.01% | 853 |
|
|
2022
Q4 | $364K | Hold |
11,197
| – | – | 0.01% | 858 |
|
|
2022
Q3 | $313K | Buy |
11,197
+610
| +6% | +$17.1K | 0.01% | 870 |
|
|
2022
Q2 | $353K | Sell |
10,587
-274
| -3% | -$9.14K | 0.02% | 848 |
|
|
2022
Q1 | $373K | Buy |
10,861
+9,424
| +656% | +$324K | 0.01% | 884 |
|
|
2021
Q4 | $47K | Hold |
1,437
| – | – | ﹤0.01% | 2167 |
|
|
2021
Q3 | $44K | Buy |
+1,437
| New | +$44K | ﹤0.01% | 2245 |
|