Brinker Capital Investments’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
$1.18M Buy
33,642
+4,250
+14% +$149K 0.01% 1092
2025
Q1
$1.07M Sell
29,392
-1,830
-6% -$66.8K 0.01% 1050
2024
Q4
$1.17M Sell
31,222
-3,413
-10% -$128K 0.01% 961
2024
Q3
$1.31M Buy
34,635
+3,902
+13% +$147K 0.01% 906
2024
Q2
$1.01M Sell
30,733
-17,280
-36% -$565K 0.01% 989
2024
Q1
$1.72M Buy
48,013
+8,641
+22% +$310K 0.02% 729
2023
Q4
$1.42M Sell
39,372
-13,380
-25% -$484K 0.02% 786
2023
Q3
$1.77M Sell
52,752
-7,379
-12% -$247K 0.02% 676
2023
Q2
$2.05M Sell
60,131
-8,855
-13% -$302K 0.02% 642
2023
Q1
$2.25M Buy
+68,986
New +$2.25M 0.03% 542