Baker Tilly Wealth Management’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
Q1 | – | Sell |
-7,087
| Closed | -$259K | – | 453 |
|
|
2023
Q4 | $259K | Buy |
7,087
+36
| +0.5% | +$1.31K | 0.04% | 408 |
|
|
2023
Q3 | $236K | Hold |
7,051
| – | – | 0.04% | 407 |
|
|
2023
Q2 | $240K | Sell |
7,051
-1,637
| -19% | -$55.8K | 0.03% | 490 |
|
|
2023
Q1 | $283K | Buy |
8,688
+1,585
| +22% | +$51.7K | 0.03% | 461 |
|
|
2022
Q4 | $226K | Buy |
+7,103
| New | +$226K | 0.03% | 489 |
|
|
2022
Q3 | – | Sell |
-7,060
| Closed | -$236K | – | 529 |
|
|
2022
Q2 | $236K | Hold |
7,060
| – | – | 0.03% | 446 |
|
|
2022
Q1 | $243K | Buy |
+7,060
| New | +$243K | 0.03% | 462 |
|