Capital Asset Advisory Services’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 | $392K | Sell |
11,147
-2,042
| -15% | -$71.8K | 0.02% | 195 |
|
|
2025
Q1 | $492K | Hold |
13,189
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $494K | Sell |
13,189
-206
| -2% | -$7.72K | 0.02% | 186 |
|
|
2024
Q3 | $485K | Hold |
13,395
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $430K | Sell |
13,395
-2,193
| -14% | -$70.4K | 0.02% | 195 |
|
|
2024
Q1 | $533K | Buy |
15,588
+305
| +2% | +$10.4K | 0.03% | 182 |
|
|
2023
Q4 | $558K | Sell |
15,283
-3,107
| -17% | -$113K | 0.03% | 176 |
|
|
2023
Q3 | $638K | Sell |
18,390
-4,631
| -20% | -$161K | 0.04% | 164 |
|
|
2023
Q2 | $770K | Sell |
23,021
-3,607
| -14% | -$121K | 0.05% | 153 |
|
|
2023
Q1 | $869K | Sell |
26,628
-4,866
| -15% | -$159K | 0.06% | 134 |
|
|
2022
Q4 | $1M | Sell |
31,494
-513
| -2% | -$16.3K | 0.08% | 123 |
|
|
2022
Q3 | $898K | Hold |
32,007
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $1.07M | Sell |
32,007
-219
| -0.7% | -$7.34K | 0.12% | 116 |
|
|
2022
Q1 | $1.11M | Buy |
+32,226
| New | +$1.11M | 0.12% | 124 |
|