Comprehensive Financial Consultants Institutional’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,654
| Closed | -$293K | – | 161 |
|
|
2023
Q2 | $293K | Sell |
8,654
-1,876
| -18% | -$63.6K | 0.15% | 131 |
|
|
2023
Q1 | $343K | Hold |
10,530
| – | – | 0.19% | 122 |
|
|
2022
Q4 | $356K | Sell |
10,530
-4,229
| -29% | -$143K | 0.22% | 120 |
|
|
2022
Q3 | $425K | Sell |
14,759
-1,498
| -9% | -$43.1K | 0.28% | 112 |
|
|
2022
Q2 | $571K | Buy |
+16,257
| New | +$571K | 0.41% | 95 |
|