Beacon Capital Management LLC (Tennessee)’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 | $415K | Sell |
11,853
-1,306
| -10% | -$45.8K | 0.06% | 78 |
|
|
2025
Q1 | $480K | Sell |
13,159
-1,294
| -9% | -$47.2K | 0.06% | 62 |
|
|
2024
Q4 | $541K | Sell |
14,453
-862
| -6% | -$32.3K | 0.07% | 55 |
|
|
2024
Q3 | $578K | Sell |
15,315
-3,045
| -17% | -$115K | 0.08% | 50 |
|
|
2024
Q2 | $601K | Sell |
18,360
-1,697
| -8% | -$55.5K | 0.11% | 44 |
|
|
2024
Q1 | $719K | Sell |
20,057
-2,675
| -12% | -$96K | 0.15% | 36 |
|
|
2023
Q4 | $762K | Sell |
22,732
-3,019
| -12% | -$101K | 0.21% | 32 |
|
|
2023
Q3 | $878K | Hold |
25,751
| – | – | 0.23% | 29 |
|
|
2023
Q2 | $878K | Buy |
25,751
+445
| +2% | +$15.2K | 0.23% | 29 |
|
|
2023
Q1 | $825K | Sell |
25,306
-3,538
| -12% | -$115K | 0.24% | 31 |
|
|
2022
Q4 | $918K | Sell |
28,844
-9,831
| -25% | -$313K | 0.31% | 26 |
|
|
2022
Q3 | $1.29M | Sell |
38,675
-15,870
| -29% | -$530K | 0.43% | 23 |
|
|
2022
Q2 | $1.88M | Sell |
54,545
-1,837
| -3% | -$63.2K | 0.46% | 22 |
|
|
2022
Q1 | $1.94M | Buy |
+56,382
| New | +$1.94M | 0.46% | 22 |
|