Arete Wealth Advisors’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 | $803K | Hold |
22,928
| – | – | 0.06% | 296 |
|
|
2025
Q1 | $837K | Hold |
22,928
| – | – | 0.06% | 271 |
|
|
2024
Q4 | $858K | Sell |
22,928
-5,464
| -19% | -$204K | 0.06% | 279 |
|
|
2024
Q3 | $1.06M | Buy |
28,392
+866
| +3% | +$32.5K | 0.09% | 217 |
|
|
2024
Q2 | $897K | Sell |
27,526
-3,761
| -12% | -$123K | 0.07% | 261 |
|
|
2024
Q1 | $1.12M | Buy |
31,287
+1,143
| +4% | +$41K | 0.1% | 196 |
|
|
2023
Q4 | $1.1M | Buy |
30,144
+680
| +2% | +$24.8K | 0.08% | 231 |
|
|
2023
Q3 | $988K | Sell |
29,464
-63,106
| -68% | -$2.12M | 0.17% | 131 |
|
|
2023
Q2 | $3.16M | Buy |
+92,570
| New | +$3.16M | 0.28% | 82 |
|
|
2022
Q3 | – | Sell |
-16,267
| Closed | -$543K | – | 611 |
|
|
2022
Q2 | $543K | Sell |
16,267
-2,422
| -13% | -$80.8K | 0.05% | 229 |
|
|
2022
Q1 | $643K | Buy |
+18,689
| New | +$643K | 0.05% | 240 |
|