Blue Trust Inc’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 | $107K | Hold |
3,049
| – | – | ﹤0.01% | 1020 |
|
|
2025
Q1 | $111K | Buy |
3,049
+26
| +0.9% | +$949 | ﹤0.01% | 945 |
|
|
2024
Q4 | $113K | Buy |
3,023
+603
| +25% | +$22.6K | ﹤0.01% | 887 |
|
|
2024
Q3 | $79.2K | Buy |
2,420
+325
| +16% | +$10.6K | ﹤0.01% | 1344 |
|
|
2024
Q2 | $75.1K | Buy |
2,095
+1,290
| +160% | +$46.3K | ﹤0.01% | 1079 |
|
|
2024
Q1 | $28.9K | Sell |
805
-307
| -28% | -$11K | ﹤0.01% | 1111 |
|
|
2023
Q4 | $37K | Sell |
1,112
-307
| -22% | -$10.2K | ﹤0.01% | 1040 |
|
|
2023
Q3 | $48K | Hold |
1,419
| – | – | ﹤0.01% | 861 |
|
|
2023
Q2 | $46K | Buy |
1,419
+666
| +88% | +$21.6K | ﹤0.01% | 722 |
|
|
2023
Q1 | $24K | Sell |
753
-12
| -2% | -$382 | ﹤0.01% | 1308 |
|
|
2022
Q4 | $21K | Sell |
765
-8,161
| -91% | -$224K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $298K | Buy |
8,926
+13
| +0.1% | +$434 | 0.01% | 275 |
|
|
2022
Q2 | $307K | Buy |
+8,913
| New | +$307K | ﹤0.01% | 258 |
|