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 |
|