Clearstead Advisors’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 | $5.54K | Buy |
+158
| New | +$5.54K | ﹤0.01% | 2073 |
|
|
2024
Q1 | – | Sell |
-881
| Closed | -$32.1K | – | 1609 |
|
|
2023
Q4 | $32.1K | Sell |
881
-881
| -50% | -$32.1K | ﹤0.01% | 850 |
|
|
2023
Q3 | $59.1K | Buy |
1,762
+881
| +100% | +$29.5K | ﹤0.01% | 852 |
|
|
2023
Q2 | $30K | Hold |
881
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $28.7K | Hold |
881
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $28.1K | Hold |
881
| – | – | ﹤0.01% | 736 |
|
|
2022
Q3 | $25K | Buy |
+881
| New | +$25K | ﹤0.01% | 738 |
|