Beacon Pointe Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
9,537
-438
| -4% | -$15.3K | ﹤0.01% | 993 |
|
|
2025
Q1 | $364K | Sell |
9,975
-2,572
| -20% | -$93.9K | ﹤0.01% | 936 |
|
|
2024
Q4 | $470K | Hold |
12,547
| – | – | 0.01% | 845 |
|
|
2024
Q3 | $473K | Hold |
12,547
| – | – | 0.01% | 865 |
|
|
2024
Q2 | $410K | Sell |
12,547
-3,827
| -23% | -$125K | ﹤0.01% | 926 |
|
|
2024
Q1 | $587K | Buy |
16,374
+2,918
| +22% | +$105K | 0.01% | 847 |
|
|
2023
Q4 | $491K | Sell |
13,456
-69
| -0.5% | -$2.52K | 0.01% | 902 |
|
|
2023
Q3 | $454K | Buy |
+13,525
| New | +$454K | 0.01% | 909 |
|
|
2023
Q2 | – | Sell |
-11,217
| Closed | -$366K | – | 1155 |
|
|
2023
Q1 | $366K | Sell |
11,217
-292
| -3% | -$9.53K | 0.01% | 855 |
|
|
2022
Q4 | $366K | Sell |
11,509
-4,558
| -28% | -$145K | 0.01% | 797 |
|
|
2022
Q3 | $451K | Hold |
16,067
| – | – | 0.01% | 671 |
|
|
2022
Q2 | $537K | Sell |
16,067
-18,935
| -54% | -$633K | 0.01% | 625 |
|
|
2022
Q1 | $1.2M | Buy |
+35,002
| New | +$1.2M | 0.02% | 568 |
|