Capital Analysts LLC’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-802
| Closed | -$29K | – | 1137 |
|
|
2023
Q4 | $29K | Hold |
802
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $27K | Buy |
+802
| New | +$27K | ﹤0.01% | 727 |
|
|
2023
Q1 | – | Sell |
-28,362
| Closed | -$903K | – | 1049 |
|
|
2022
Q4 | $903K | Buy |
28,362
+1,251
| +5% | +$39.8K | 0.06% | 223 |
|
|
2022
Q3 | $760K | Hold |
27,111
| – | – | 0.05% | 233 |
|
|
2022
Q2 | $906K | Buy |
27,111
+5,101
| +23% | +$170K | 0.06% | 219 |
|
|
2022
Q1 | $757K | Buy |
+22,010
| New | +$757K | 0.05% | 238 |
|