Castleview 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
Q3 | $272K | Sell |
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|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $665K | Sell |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $8.61K | Sell |
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|
2022
Q1 | $782K | Buy |
|