CA
Cetera Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $28.4M | Buy |
791,147
+297,945
| +60% | +$10.7M | 0.22% | 90 |
|
|
2023
Q4 | $18M | Sell |
493,202
-16,495
| -3% | -$602K | 0.25% | 88 |
|
|
2023
Q3 | $17.1M | Sell |
509,697
-69,861
| -12% | -$2.34M | 0.27% | 87 |
|
|
2023
Q2 | $19.8M | Sell |
579,558
-64,187
| -10% | -$2.19M | 0.31% | 69 |
|
|
2023
Q1 | $21M | Sell |
643,745
-73,629
| -10% | -$2.4M | 0.35% | 58 |
|
|
2022
Q4 | $22.8M | Sell |
717,374
-92,070
| -11% | -$2.93M | 0.41% | 46 |
|
|
2022
Q3 | $22.7M | Sell |
809,444
-41,606
| -5% | -$1.17M | 0.6% | 32 |
|
|
2022
Q2 | $28.4M | Sell |
851,050
-16,968
| -2% | -$567K | 0.65% | 27 |
|
|
2022
Q1 | $29.9M | Buy |
+868,018
| New | +$29.9M | 0.6% | 25 |
|