Bell Bank’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 | $718K | Hold |
20,495
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $748K | Hold |
20,495
| – | – | 0.04% | 107 |
|
|
2024
Q4 | $768K | Hold |
20,495
| – | – | 0.06% | 111 |
|
|
2024
Q3 | $773K | Hold |
20,495
| – | – | 0.09% | 104 |
|
|
2024
Q2 | $670K | Sell |
20,495
-1,600
| -7% | -$52.3K | 0.06% | 114 |
|
|
2024
Q1 | $793K | Hold |
22,095
| – | – | 0.07% | 111 |
|
|
2023
Q4 | $806K | Hold |
22,095
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $741K | Sell |
22,095
-15,465
| -41% | -$519K | 0.08% | 104 |
|
|
2023
Q2 | $1.28M | Sell |
37,560
-14,281
| -28% | -$487K | 0.14% | 85 |
|
|
2023
Q1 | $1.69M | Sell |
51,841
-1,979
| -4% | -$64.6K | 0.18% | 69 |
|
|
2022
Q4 | $1.71M | Buy |
53,820
+3,958
| +8% | +$126K | 0.2% | 62 |
|
|
2022
Q3 | $1.4M | Sell |
49,862
-22,685
| -31% | -$636K | 0.18% | 73 |
|
|
2022
Q2 | $2.42M | Buy |
72,547
+8,111
| +13% | +$271K | 0.29% | 52 |
|
|
2022
Q1 | $2.22M | Buy |
+64,436
| New | +$2.22M | 0.25% | 58 |
|