Ausdal Financial Partners’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
Q1 | – | Sell |
-8,239
| Closed | -$309K | – | 660 |
|
|
2024
Q4 | $309K | Buy |
8,239
+42
| +0.5% | +$1.57K | 0.03% | 442 |
|
|
2024
Q3 | $309K | Sell |
8,197
-354
| -4% | -$13.4K | 0.03% | 404 |
|
|
2024
Q2 | $280K | Sell |
8,551
-1,398
| -14% | -$45.7K | 0.03% | 408 |
|
|
2024
Q1 | $357K | Sell |
9,949
-1,811
| -15% | -$65K | 0.04% | 334 |
|
|
2023
Q4 | $429K | Sell |
11,760
-683
| -5% | -$24.9K | 0.05% | 282 |
|
|
2023
Q3 | $417K | Sell |
12,443
-4,259
| -25% | -$143K | 0.06% | 278 |
|
|
2023
Q2 | $569K | Sell |
16,702
-29,693
| -64% | -$1.01M | 0.08% | 222 |
|
|
2023
Q1 | $1.51M | Buy |
46,395
+2,729
| +6% | +$89K | 0.21% | 120 |
|
|
2022
Q4 | $1.39M | Sell |
43,666
-2,907
| -6% | -$92.6K | 0.2% | 119 |
|
|
2022
Q3 | $1.31M | Sell |
46,573
-507
| -1% | -$14.2K | 0.21% | 119 |
|
|
2022
Q2 | $1.57M | Sell |
47,080
-2,105
| -4% | -$70.3K | 0.24% | 120 |
|
|
2022
Q1 | $1.69M | Buy |
+49,185
| New | +$1.69M | 0.23% | 115 |
|