Annapolis Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-591
| Closed | -$21.6K | – | 431 |
|
|
2023
Q4 | $21.6K | Hold |
591
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $19.8K | Hold |
591
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $20.1K | Hold |
591
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $19.3K | Hold |
591
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $18.8K | Hold |
591
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $17K | Hold |
591
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $20K | Hold |
591
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $20K | Buy |
+591
| New | +$20K | 0.01% | 254 |
|