Belpointe Asset Management’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
Q3 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.53M | Buy |
|