Apeiron RIA’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 | $427K | Sell |
12,186
-707
| -5% | -$24.8K | 0.11% | 138 |
|
|
2025
Q1 | $470K | Sell |
12,893
-287
| -2% | -$10.5K | 0.14% | 128 |
|
|
2024
Q4 | $494K | Sell |
13,180
-1,666
| -11% | -$62.4K | 0.14% | 121 |
|
|
2024
Q3 | $560K | Sell |
14,846
-3,661
| -20% | -$138K | 0.16% | 109 |
|
|
2024
Q2 | $605K | Sell |
18,507
-427
| -2% | -$14K | 0.19% | 98 |
|
|
2024
Q1 | $679K | Sell |
18,934
-1,552
| -8% | -$55.7K | 0.2% | 88 |
|
|
2023
Q4 | $747K | Sell |
20,486
-728
| -3% | -$26.6K | 0.23% | 76 |
|
|
2023
Q3 | $712K | Sell |
21,214
-1,197
| -5% | -$40.1K | 0.24% | 71 |
|
|
2023
Q2 | $764K | Buy |
22,411
+403
| +2% | +$13.7K | 0.26% | 67 |
|
|
2023
Q1 | $712K | Sell |
22,008
-490
| -2% | -$15.8K | 0.24% | 73 |
|
|
2022
Q4 | $716K | Sell |
22,498
-6,202
| -22% | -$197K | 0.27% | 67 |
|
|
2022
Q3 | $823K | Sell |
28,700
-14,165
| -33% | -$406K | 0.38% | 49 |
|
|
2022
Q2 | $5.05K | Buy |
42,865
+24,696
| +136% | +$2.91K | 1.41% | 5 |
|
|
2022
Q1 | $627K | Buy |
+18,169
| New | +$627K | 0.3% | 67 |
|