Clark Capital Management Group’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 | – | Sell |
-5,675
| Closed | -$207K | – | 460 |
|
|
2025
Q1 | $207K | Sell |
5,675
-5,175
| -48% | -$189K | ﹤0.01% | 417 |
|
|
2024
Q4 | $406K | Hold |
10,850
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $409K | Hold |
10,850
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $355K | Buy |
+10,850
| New | +$355K | ﹤0.01% | 339 |
|
|
2024
Q1 | – | Sell |
-10,456
| Closed | -$381K | – | 423 |
|
|
2023
Q4 | $381K | Hold |
10,456
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $351K | Hold |
10,456
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $356K | Hold |
10,456
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $341K | Hold |
10,456
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $333K | Hold |
10,456
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $293K | Buy |
+10,456
| New | +$293K | ﹤0.01% | 314 |
|