Concourse Financial Group Securities’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
Q1 | – | Sell |
-10,558
| Closed | -$379K | – | 5939 |
|
|
2024
Q4 | $379K | Sell |
10,558
-316
| -3% | -$11.3K | 0.02% | 547 |
|
|
2024
Q3 | $411K | Hold |
10,874
| – | – | 0.02% | 510 |
|
|
2024
Q2 | $357K | Hold |
10,874
| – | – | 0.02% | 523 |
|
|
2024
Q1 | $391K | Hold |
10,874
| – | – | 0.03% | 493 |
|
|
2023
Q4 | $398K | Sell |
10,874
-1,358
| -11% | -$49.7K | 0.03% | 488 |
|
|
2023
Q3 | $411K | Hold |
12,232
| – | – | 0.03% | 451 |
|
|
2023
Q2 | $418K | Hold |
12,232
| – | – | 0.03% | 468 |
|
|
2023
Q1 | $400K | Hold |
12,232
| – | – | 0.03% | 478 |
|
|
2022
Q4 | $391K | Buy |
12,232
+358
| +3% | +$11.4K | 0.03% | 465 |
|
|
2022
Q3 | $334K | Hold |
11,874
| – | – | 0.03% | 438 |
|
|
2022
Q2 | $398K | Sell |
11,874
-1,906
| -14% | -$63.9K | 0.03% | 448 |
|
|
2022
Q1 | $475K | Buy |
+13,780
| New | +$475K | 0.03% | 434 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5754 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5593 |
|