Beck Capital Management’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 | – | Sell |
-8,671
| Closed | -$316K | – | 128 |
|
|
2025
Q1 | $316K | Sell |
8,671
-908
| -9% | -$33.1K | 0.09% | 99 |
|
|
2024
Q4 | $359K | Sell |
9,579
-1,188
| -11% | -$44.5K | 0.1% | 98 |
|
|
2024
Q3 | $406K | Buy |
+10,767
| New | +$406K | 0.11% | 101 |
|
|
2023
Q2 | – | Sell |
-86,341
| Closed | -$2.82M | – | 121 |
|
|
2023
Q1 | $2.82M | Sell |
86,341
-4,155
| -5% | -$136K | 1.2% | 24 |
|
|
2022
Q4 | $2.88M | Sell |
90,496
-51,010
| -36% | -$1.62M | 1.21% | 25 |
|
|
2022
Q3 | $3.97M | Sell |
141,506
-9,262
| -6% | -$260K | 1.7% | 10 |
|
|
2022
Q2 | $5.04M | Sell |
150,768
-47,712
| -24% | -$1.59M | 2.27% | 5 |
|
|
2022
Q1 | $6.83M | Buy |
+198,480
| New | +$6.83M | 2.08% | 3 |
|
|
2021
Q4 | – | Sell |
-37,368
| Closed | -$1.15M | – | 150 |
|
|
2021
Q3 | $1.15M | Buy |
+37,368
| New | +$1.15M | 0.39% | 93 |
|