Cetera Investment Advisers’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Sell |
697,499
-32,114
| -4% | -$1.12M | 0.04% | 448 |
|
|
2025
Q1 | $26.6M | Sell |
729,613
-47,629
| -6% | -$1.74M | 0.05% | 375 |
|
|
2024
Q4 | $29.1M | Sell |
777,242
-74,697
| -9% | -$2.8M | 0.06% | 323 |
|
|
2024
Q3 | $32.1M | Sell |
851,939
-49,262
| -5% | -$1.86M | 0.07% | 285 |
|
|
2024
Q2 | $29.5M | Sell |
901,201
-268,876
| -23% | -$8.79M | 0.07% | 288 |
|
|
2024
Q1 | $42M | Buy |
1,170,077
+826,891
| +241% | +$29.7M | 0.1% | 201 |
|
|
2023
Q4 | $12.5M | Sell |
343,186
-28,083
| -8% | -$1.02M | 0.1% | 184 |
|
|
2023
Q3 | $12.5M | Sell |
371,269
-56,604
| -13% | -$1.9M | 0.11% | 171 |
|
|
2023
Q2 | $14.6M | Sell |
427,873
-46,404
| -10% | -$1.58M | 0.12% | 151 |
|
|
2023
Q1 | $15.5M | Sell |
474,277
-22,759
| -5% | -$742K | 0.14% | 137 |
|
|
2022
Q4 | $15.8M | Sell |
497,036
-35,893
| -7% | -$1.14M | 0.15% | 136 |
|
|
2022
Q3 | $14.9M | Sell |
532,929
-25,081
| -4% | -$704K | 0.3% | 72 |
|
|
2022
Q2 | $18.6M | Sell |
558,010
-13,702
| -2% | -$458K | 0.3% | 67 |
|
|
2022
Q1 | $19.7M | Buy |
+571,712
| New | +$19.7M | 0.28% | 68 |
|