Beacon Pointe Advisors’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
Q2 | $334K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $451K | Hold |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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