B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,900
| Closed | -$719K | – | 1391 |
|
|
2024
Q2 | $719K | Buy |
21,900
+3,819
| +21% | +$125K | 0.02% | 661 |
|
|
2024
Q1 | $608K | Buy |
18,081
+699
| +4% | +$23.5K | 0.02% | 702 |
|
|
2023
Q4 | $636K | Sell |
17,382
-699
| -4% | -$25.6K | 0.02% | 698 |
|
|
2023
Q3 | $608K | Sell |
18,081
-20,581
| -53% | -$692K | 0.02% | 702 |
|
|
2023
Q2 | $1.32M | Sell |
38,662
-42,585
| -52% | -$1.46M | 0.03% | 479 |
|
|
2023
Q1 | $2.66M | Sell |
81,247
-19,640
| -19% | -$642K | 0.07% | 279 |
|
|
2022
Q4 | $3.22M | Sell |
100,887
-2,347
| -2% | -$74.9K | 0.09% | 234 |
|
|
2022
Q3 | $2.9M | Sell |
103,234
-5,544
| -5% | -$156K | 0.09% | 230 |
|
|
2022
Q2 | $3.63M | Sell |
108,778
-11,074
| -9% | -$370K | 0.15% | 146 |
|
|
2022
Q1 | $4.12M | Buy |
+119,852
| New | +$4.12M | 0.13% | 162 |
|