Carmel Capital Partners’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $848K | Hold |
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|
2024
Q2 | $736K | Hold |
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|
2024
Q1 | $807K | Hold |
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|
2023
Q4 | $821K | Buy |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $670K | Buy |
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|
2022
Q1 | $615K | Buy |
|