CI Investments Inc’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
$12K Sell
337
-128
-28% -$4.56K ﹤0.01% 1205
2025
Q1
$17K Buy
465
+19
+4% +$695 ﹤0.01% 1175
2024
Q4
$17K Buy
446
+34
+8% +$1.3K ﹤0.01% 1190
2024
Q3
$16K Buy
412
+27
+7% +$1.05K ﹤0.01% 1147
2024
Q2
$13K Buy
385
+9
+2% +$304 ﹤0.01% 1121
2024
Q1
$13K Buy
376
+67
+22% +$2.32K ﹤0.01% 1175
2023
Q4
$11K Buy
309
+13
+4% +$463 ﹤0.01% 1141
2023
Q3
$10K Sell
296
-4
-1% -$135 ﹤0.01% 1175
2023
Q2
$10K Sell
300
-12
-4% -$400 ﹤0.01% 1167
2023
Q1
$10K Buy
312
+22
+8% +$705 ﹤0.01% 1092
2022
Q4
$9K Buy
+290
New +$9K ﹤0.01% 1134