Cape Investment Advisory’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 | $77.4K | Hold |
2,210
| – | – | 0.03% | 303 |
|
|
2025
Q1 | $80.6K | Hold |
2,210
| – | – | 0.03% | 275 |
|
|
2024
Q4 | $82.8K | Hold |
2,210
| – | – | 0.03% | 262 |
|
|
2024
Q3 | $83.3K | Hold |
2,210
| – | – | 0.03% | 260 |
|
|
2024
Q2 | $72.3K | Hold |
2,210
| – | – | 0.03% | 255 |
|
|
2024
Q1 | $79.3K | Hold |
2,210
| – | – | 0.04% | 246 |
|
|
2023
Q4 | $80.6K | Buy |
+2,210
| New | +$80.6K | 0.04% | 264 |
|