Belpointe Asset 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
Q1 | – | Sell |
-6,145
| Closed | -$227K | – | 1008 |
|
|
2024
Q4 | $227K | Sell |
6,145
-544
| -8% | -$20.1K | 0.01% | 765 |
|
|
2024
Q3 | $252K | Hold |
6,689
| – | – | 0.02% | 722 |
|
|
2024
Q2 | $219K | Hold |
6,689
| – | – | 0.02% | 698 |
|
|
2024
Q1 | $240K | Hold |
6,689
| – | – | 0.02% | 684 |
|
|
2023
Q4 | $244K | Sell |
6,689
-27,440
| -80% | -$1M | 0.02% | 603 |
|
|
2023
Q3 | $1.14M | Sell |
34,129
-1,755
| -5% | -$58.9K | 0.12% | 173 |
|
|
2023
Q2 | $1.22M | Sell |
35,884
-5,208
| -13% | -$177K | 0.13% | 150 |
|
|
2023
Q1 | $1.34M | Buy |
41,092
+1,631
| +4% | +$53.2K | 0.07% | 274 |
|
|
2022
Q4 | $1.26M | Buy |
39,461
+759
| +2% | +$24.2K | 0.08% | 267 |
|
|
2022
Q3 | $1.09M | Sell |
38,702
-5,685
| -13% | -$159K | 0.07% | 274 |
|
|
2022
Q2 | $1.48M | Sell |
44,387
-94
| -0.2% | -$3.14K | 0.1% | 216 |
|
|
2022
Q1 | $1.53M | Buy |
+44,481
| New | +$1.53M | 0.09% | 231 |
|