Beacon Capital Management Inc (Ohio)’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 | $106K | Buy |
+3,015
| New | +$106K | 0.01% | 43 |
|
|
2024
Q1 | – | Sell |
-3,015
| Closed | -$110K | – | 48 |
|
|
2023
Q4 | $110K | Hold |
3,015
| – | – | ﹤0.01% | 30 |
|
|
2023
Q3 | $101K | Hold |
3,015
| – | – | ﹤0.01% | 27 |
|
|
2023
Q2 | $103K | Hold |
3,015
| – | – | ﹤0.01% | 28 |
|
|
2023
Q1 | $98.3K | Hold |
3,015
| – | – | ﹤0.01% | 27 |
|
|
2022
Q4 | $96K | Hold |
3,015
| – | – | ﹤0.01% | 31 |
|
|
2022
Q3 | $85K | Hold |
3,015
| – | – | ﹤0.01% | 34 |
|
|
2022
Q2 | $101K | Hold |
3,015
| – | – | ﹤0.01% | 33 |
|
|
2022
Q1 | $104K | Buy |
+3,015
| New | +$104K | ﹤0.01% | 34 |
|