Coppell Advisory Solutions’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 | $734K | Buy |
21,031
+8,598
| +69% | +$300K | 0.09% | 185 |
|
|
2025
Q1 | $2.12M | Sell |
12,433
-5,392
| -30% | -$918K | 0.29% | 70 |
|
|
2024
Q4 | $663K | Sell |
17,825
-196
| -1% | -$7.29K | 0.09% | 147 |
|
|
2024
Q3 | $671K | Sell |
18,021
-690
| -4% | -$25.7K | 0.1% | 150 |
|
|
2024
Q2 | $612K | Buy |
+18,711
| New | +$612K | 0.1% | 143 |
|
|
2023
Q4 | $921K | Sell |
25,243
-5,317
| -17% | -$194K | 0.18% | 116 |
|
|
2023
Q3 | $973K | Sell |
30,560
-7,684
| -20% | -$245K | 0.33% | 73 |
|
|
2023
Q2 | $1.3M | Buy |
38,244
+5,001
| +15% | +$170K | 0.37% | 65 |
|
|
2023
Q1 | $1.05M | Buy |
33,243
+2,683
| +9% | +$85.1K | 0.35% | 82 |
|
|
2022
Q4 | $973K | Buy |
+30,560
| New | +$973K | 0.33% | 76 |
|