Cambridge Investment Research Advisors’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 | $12.6M | Sell |
360,297
-7,557
| -2% | -$265K | 0.04% | 460 |
|
|
2025
Q1 | $13.4M | Sell |
367,854
-38,991
| -10% | -$1.42M | 0.05% | 408 |
|
|
2024
Q4 | $15.2M | Sell |
406,845
-11,928
| -3% | -$447K | 0.05% | 356 |
|
|
2024
Q3 | $15.8M | Sell |
418,773
-23,288
| -5% | -$878K | 0.05% | 348 |
|
|
2024
Q2 | $14.5M | Sell |
442,061
-80,211
| -15% | -$2.62M | 0.05% | 356 |
|
|
2024
Q1 | $18.7M | Sell |
522,272
-16,568
| -3% | -$594K | 0.07% | 270 |
|
|
2023
Q4 | $19.7M | Sell |
538,840
-61,360
| -10% | -$2.24M | 0.08% | 233 |
|
|
2023
Q3 | $20.1M | Sell |
600,200
-8,837
| -1% | -$296K | 0.09% | 214 |
|
|
2023
Q2 | $20.8M | Sell |
609,037
-64,589
| -10% | -$2.2M | 0.09% | 211 |
|
|
2023
Q1 | $22M | Sell |
673,626
-69,983
| -9% | -$2.28M | 0.11% | 199 |
|
|
2022
Q4 | $23.7M | Sell |
743,609
-22,805
| -3% | -$726K | 0.12% | 171 |
|
|
2022
Q3 | $21.5M | Sell |
766,414
-1,337
| -0.2% | -$37.5K | 0.12% | 172 |
|
|
2022
Q2 | $25.7M | Sell |
767,751
-51,240
| -6% | -$1.71M | 0.14% | 151 |
|
|
2022
Q1 | $28.2M | Buy |
818,991
+812,423
| +12,369% | +$27.9M | 0.13% | 167 |
|
|
2021
Q4 | $217K | Buy |
+6,568
| New | +$217K | ﹤0.01% | 2816 |
|