Bank of Montreal’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Sell |
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|
2025
Q2 | $806K | Sell |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $4.17M | Buy |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $917K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $276K | Buy |
|