Calton & Associates’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 | $1.69M | Sell |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $763K | Buy |
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|
2022
Q1 | $744K | Buy |
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