Castleview Partners’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 | $278K | Hold |
7,939
| – | – | 0.18% | 138 |
|
|
2025
Q1 | $290K | Sell |
7,939
-765
| -9% | -$27.9K | 0.2% | 129 |
|
|
2024
Q4 | $322K | Sell |
8,704
-384
| -4% | -$14.2K | 0.17% | 139 |
|
|
2024
Q3 | $343K | Sell |
9,088
-1,500
| -14% | -$56.6K | 0.2% | 124 |
|
|
2024
Q2 | $346K | Sell |
10,588
-4,563
| -30% | -$149K | 0.2% | 117 |
|
|
2024
Q1 | $543K | Buy |
15,151
+8
| +0.1% | +$287 | 0.3% | 74 |
|
|
2023
Q4 | $552K | Sell |
15,143
-1,655
| -10% | -$60.4K | 0.39% | 56 |
|
|
2023
Q3 | $563K | Buy |
16,798
+1,788
| +12% | +$60K | 0.52% | 37 |
|
|
2023
Q2 | $512K | Sell |
15,010
-5,376
| -26% | -$183K | 0.46% | 42 |
|
|
2023
Q1 | $665K | Sell |
20,386
-1,669
| -8% | -$54.4K | 0.59% | 34 |
|
|
2022
Q4 | $702K | Buy |
22,055
+36
| +0.2% | +$1.15K | 0.68% | 28 |
|
|
2022
Q3 | $618K | Buy |
22,019
+21,914
| +20,870% | +$615K | 0.59% | 31 |
|
|
2022
Q2 | $8.61K | Sell |
105
-22,634
| -100% | -$1.86M | 0.01% | 476 |
|
|
2022
Q1 | $782K | Buy |
+22,739
| New | +$782K | 0.49% | 35 |
|