Cambridge Investment Research Advisors’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 | $11.7M | Sell |
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|
2025
Q2 | $12.6M | Sell |
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|
2025
Q1 | $13.4M | Sell |
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|
2024
Q4 | $15.2M | Sell |
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|
2024
Q3 | $15.8M | Sell |
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|
2024
Q2 | $14.5M | Sell |
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|
2024
Q1 | $18.7M | Sell |
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|
2023
Q4 | $19.7M | Sell |
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|
2023
Q3 | $20.1M | Sell |
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|
2023
Q2 | $20.8M | Sell |
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|
2023
Q1 | $22M | Sell |
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|
2022
Q4 | $23.7M | Sell |
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|
2022
Q3 | $21.5M | Sell |
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|
2022
Q2 | $25.7M | Sell |
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|
2022
Q1 | $28.2M | Buy |
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|
2021
Q4 | $217K | Buy |
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