AssetMark Inc’s Phillips Edison & Co PECO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.8K Buy
+794
New +$27.8K ﹤0.01% 1722
2024
Q4
Sell
-163
Closed -$6.15K 2644
2024
Q3
$6.15K Buy
+163
New +$6.15K ﹤0.01% 1707
2022
Q2
Sell
-1,973
Closed -$68K 1632
2022
Q1
$68K Buy
+1,973
New +$68K ﹤0.01% 855