Cerity 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 | $1.36M | Buy |
38,707
+11,706
| +43% | +$410K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $985K | Sell |
27,001
-415
| -2% | -$15.1K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $1.03M | Sell |
27,416
-2,808
| -9% | -$105K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $1.14M | Sell |
30,224
-2,310
| -7% | -$87.1K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $1.06M | Sell |
32,534
-3,147
| -9% | -$103K | ﹤0.01% | 1199 |
|
|
2024
Q1 | $1.28M | Buy |
35,681
+171
| +0.5% | +$6.13K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $1.3M | Buy |
35,510
+8,284
| +30% | +$302K | ﹤0.01% | 898 |
|
|
2023
Q3 | $913K | Sell |
27,226
-8,996
| -25% | -$302K | ﹤0.01% | 777 |
|
|
2023
Q2 | $1.23M | Buy |
36,222
+4,303
| +13% | +$147K | ﹤0.01% | 859 |
|
|
2023
Q1 | $1.04M | Buy |
31,919
+2,042
| +7% | +$66.6K | ﹤0.01% | 951 |
|
|
2022
Q4 | $951K | Buy |
29,877
+22,485
| +304% | +$716K | 0.01% | 709 |
|
|
2022
Q3 | $207K | Buy |
+7,392
| New | +$207K | ﹤0.01% | 1046 |
|