Calton & Associates’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 | $1.9M | Sell |
54,284
-1,782
| -3% | -$62.4K | 0.33% | 64 |
|
|
2025
Q1 | $2.05M | Buy |
56,066
+22,486
| +67% | +$821K | 0.47% | 46 |
|
|
2024
Q4 | $1.26M | Sell |
33,580
-3,653
| -10% | -$137K | 0.56% | 37 |
|
|
2024
Q3 | $1.4M | Buy |
37,233
+641
| +2% | +$24.2K | 0.54% | 48 |
|
|
2024
Q2 | $1.2M | Sell |
36,592
-3,273
| -8% | -$107K | 0.6% | 40 |
|
|
2024
Q1 | $1.43M | Sell |
39,865
-8,425
| -17% | -$302K | 0.7% | 32 |
|
|
2023
Q4 | $1.76M | Buy |
48,290
+31,335
| +185% | +$1.14M | 0.71% | 33 |
|
|
2023
Q3 | $569K | Sell |
16,955
-35,200
| -67% | -$1.18M | 0.83% | 28 |
|
|
2023
Q2 | $1.78M | Sell |
52,155
-1,540
| -3% | -$52.5K | 0.83% | 30 |
|
|
2023
Q1 | $1.75M | Sell |
53,695
-5,256
| -9% | -$171K | 0.81% | 35 |
|
|
2022
Q4 | $1.88M | Buy |
58,951
+27,244
| +86% | +$867K | 0.73% | 34 |
|
|
2022
Q3 | $889K | Buy |
31,707
+8,841
| +39% | +$248K | 0.51% | 51 |
|
|
2022
Q2 | $763K | Buy |
22,866
+1,225
| +6% | +$40.9K | 0.42% | 61 |
|
|
2022
Q1 | $744K | Buy |
+21,641
| New | +$744K | 0.22% | 121 |
|