Canton Hathaway’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 | $220K | Hold |
6,274
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $229K | Hold |
6,274
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $235K | Hold |
6,274
| – | – | 0.06% | 92 |
|
|
2024
Q3 | $237K | Hold |
6,274
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $205K | Hold |
6,274
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $225K | Hold |
6,274
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $229K | Buy |
6,274
+3,768
| +150% | +$138K | 0.07% | 88 |
|
|
2023
Q3 | $84K | Hold |
2,506
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $85K | Hold |
2,506
| – | – | 0.03% | 119 |
|
|
2023
Q1 | $82K | Sell |
2,506
-5,737
| -70% | -$188K | 0.03% | 117 |
|
|
2022
Q4 | $262K | Sell |
8,243
-501
| -6% | -$15.9K | 0.09% | 76 |
|
|
2022
Q3 | $245K | Hold |
8,744
| – | – | 0.09% | 85 |
|
|
2022
Q2 | $292K | Sell |
8,744
-591
| -6% | -$19.7K | 0.1% | 81 |
|
|
2022
Q1 | $321K | Buy |
+9,335
| New | +$321K | 0.09% | 89 |
|