Bell Investment Advisors’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 | $596 | Hold |
17
| – | – | ﹤0.01% | 1723 |
|
|
2025
Q1 | $621 | Hold |
17
| – | – | ﹤0.01% | 1689 |
|
|
2024
Q4 | $637 | Hold |
17
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q3 | $642 | Hold |
17
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q2 | $557 | Hold |
17
| – | – | ﹤0.01% | 1777 |
|
|
2024
Q1 | $610 | Hold |
17
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q4 | $621 | Hold |
17
| – | – | ﹤0.01% | 1747 |
|
|
2023
Q3 | $571 | Hold |
17
| – | – | ﹤0.01% | 1741 |
|
|
2023
Q2 | $580 | Hold |
17
| – | – | ﹤0.01% | 1771 |
|
|
2023
Q1 | $555 | Hold |
17
| – | – | ﹤0.01% | 1774 |
|
|
2022
Q4 | $541 | Sell |
17
-112
| -87% | -$3.56K | ﹤0.01% | 1781 |
|
|
2022
Q3 | $4K | Sell |
129
-87
| -40% | -$2.7K | ﹤0.01% | 821 |
|
|
2022
Q2 | $7K | Buy |
+216
| New | +$7K | ﹤0.01% | 573 |
|