Bank of Montreal’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
Q2 | $806K | Sell |
23,011
-105,935
| -82% | -$3.71M | ﹤0.01% | 1767 |
|
|
2025
Q1 | $4.71M | Buy |
128,946
+17,613
| +16% | +$643K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $4.17M | Buy |
111,333
+22,033
| +25% | +$825K | ﹤0.01% | 1137 |
|
|
2024
Q3 | $3.33M | Buy |
89,300
+76,706
| +609% | +$2.86M | ﹤0.01% | 1323 |
|
|
2024
Q2 | $413K | Sell |
12,594
-1,514
| -11% | -$49.6K | ﹤0.01% | 2261 |
|
|
2024
Q1 | $507K | Buy |
14,108
+648
| +5% | +$23.3K | ﹤0.01% | 2154 |
|
|
2023
Q4 | $500K | Buy |
13,460
+4,063
| +43% | +$151K | ﹤0.01% | 2125 |
|
|
2023
Q3 | $330K | Sell |
9,397
-11,238
| -54% | -$395K | ﹤0.01% | 2353 |
|
|
2023
Q2 | $704K | Sell |
20,635
-7,468
| -27% | -$255K | ﹤0.01% | 2043 |
|
|
2023
Q1 | $917K | Buy |
+28,103
| New | +$917K | ﹤0.01% | 1873 |
|
|
2021
Q4 | – | Sell |
-8,901
| Closed | -$276K | – | 3576 |
|
|
2021
Q3 | $276K | Buy |
+8,901
| New | +$276K | ﹤0.01% | 2989 |
|