Continuum Advisory’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,067
| Closed | -$185K | – | 1234 |
|
|
2025
Q1 | $185K | Hold |
5,067
| – | – | 0.02% | 407 |
|
|
2024
Q4 | $190K | Hold |
5,067
| – | – | 0.02% | 396 |
|
|
2024
Q3 | $196K | Hold |
5,067
| – | – | 0.03% | 398 |
|
|
2024
Q2 | $166K | Hold |
5,067
| – | – | 0.02% | 396 |
|
|
2024
Q1 | $168K | Sell |
5,067
-4,516
| -47% | -$150K | 0.03% | 396 |
|
|
2023
Q4 | $350K | Sell |
9,583
-4,071
| -30% | -$149K | 0.05% | 348 |
|
|
2023
Q3 | $458K | Sell |
13,654
-2,878
| -17% | -$96.5K | 0.07% | 286 |
|
|
2023
Q2 | $563K | Hold |
16,532
| – | – | 0.09% | 262 |
|
|
2023
Q1 | $539K | Buy |
16,532
+63
| +0.4% | +$2.06K | 0.09% | 251 |
|
|
2022
Q4 | $524K | Hold |
16,469
| – | – | 0.09% | 248 |
|
|
2022
Q3 | $462K | Sell |
16,469
-689
| -4% | -$19.3K | 0.08% | 251 |
|
|
2022
Q2 | $573K | Buy |
17,158
+511
| +3% | +$17.1K | 0.1% | 233 |
|
|
2022
Q1 | $564K | Buy |
+16,647
| New | +$564K | 0.11% | 224 |
|