Atria Wealth Solutions’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41,315
| Closed | -$1.51M | – | 1782 |
|
|
2025
Q1 | $1.51M | Sell |
41,315
-26,382
| -39% | -$965K | 0.02% | 731 |
|
|
2024
Q4 | $2.54M | Buy |
67,697
+568
| +0.8% | +$21.3K | 0.03% | 552 |
|
|
2024
Q3 | $2.54M | Sell |
67,129
-4,945
| -7% | -$187K | 0.03% | 545 |
|
|
2024
Q2 | $2.36M | Buy |
72,074
+1,474
| +2% | +$48.3K | 0.03% | 575 |
|
|
2024
Q1 | $2.54M | Sell |
70,600
-618
| -0.9% | -$22.2K | 0.03% | 560 |
|
|
2023
Q4 | $2.6M | Buy |
71,218
+8,327
| +13% | +$304K | 0.03% | 515 |
|
|
2023
Q3 | $2.11M | Sell |
62,891
-6,839
| -10% | -$230K | 0.03% | 538 |
|
|
2023
Q2 | $2.38M | Buy |
69,730
+2,281
| +3% | +$77.9K | 0.03% | 510 |
|
|
2023
Q1 | $2.2M | Sell |
67,449
-180
| -0.3% | -$5.88K | 0.03% | 510 |
|
|
2022
Q4 | $2.16M | Sell |
67,629
-1,239
| -2% | -$39.5K | 0.03% | 488 |
|
|
2022
Q3 | $1.94M | Sell |
68,868
-6,569
| -9% | -$185K | 0.03% | 487 |
|
|
2022
Q2 | $2.53M | Buy |
75,437
+20,990
| +39% | +$703K | 0.05% | 361 |
|
|
2022
Q1 | $1.88M | Buy |
+54,447
| New | +$1.88M | 0.03% | 502 |
|