Commonwealth Equity Services’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 | $6.59M | Sell |
188,160
-43,436
| -19% | -$1.52M | 0.01% | 1132 |
|
|
2025
Q1 | $8.45M | Buy |
231,596
+36,469
| +19% | +$1.33M | 0.01% | 957 |
|
|
2024
Q4 | $7.31M | Sell |
195,127
-675
| -0.3% | -$25.3K | 0.01% | 1000 |
|
|
2024
Q3 | $7.38M | Sell |
195,802
-44,103
| -18% | -$1.66M | 0.01% | 979 |
|
|
2024
Q2 | $7.85M | Buy |
239,905
+2,263
| +1% | +$74K | 0.01% | 925 |
|
|
2024
Q1 | $8.52M | Buy |
237,642
+3,485
| +1% | +$125K | 0.01% | 874 |
|
|
2023
Q4 | $8.54M | Sell |
234,157
-7,000
| -3% | -$255K | 0.02% | 810 |
|
|
2023
Q3 | $8.09M | Sell |
241,157
-18,281
| -7% | -$613K | 0.02% | 776 |
|
|
2023
Q2 | $8.84M | Sell |
259,438
-12,618
| -5% | -$430K | 0.02% | 741 |
|
|
2023
Q1 | $8.87K | Sell |
272,056
-10,232
| -4% | -$334 | 0.02% | 717 |
|
|
2022
Q4 | $8.99M | Sell |
282,288
-14,220
| -5% | -$453K | 0.02% | 667 |
|
|
2022
Q3 | $8.32M | Sell |
296,508
-6,027
| -2% | -$169K | 0.02% | 653 |
|
|
2022
Q2 | $10.1M | Buy |
302,535
+13,741
| +5% | +$459K | 0.03% | 574 |
|
|
2022
Q1 | $9.93M | Buy |
+288,794
| New | +$9.93M | 0.02% | 628 |
|