CoreCap Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4K | Hold |
896
| – | – | ﹤0.01% | 1428 |
|
|
2025
Q1 | $32.7K | Hold |
896
| – | – | ﹤0.01% | 1346 |
|
|
2024
Q4 | $33.6K | Sell |
896
-375
| -30% | -$14K | ﹤0.01% | 1343 |
|
|
2024
Q3 | $47.9K | Hold |
1,271
| – | – | ﹤0.01% | 1208 |
|
|
2024
Q2 | $41.6K | Buy |
1,271
+896
| +239% | +$29.3K | ﹤0.01% | 709 |
|
|
2024
Q1 | $13.5K | Buy |
+375
| New | +$13.5K | ﹤0.01% | 1639 |
|
|
2022
Q4 | $33.4K | Buy |
+1,048
| New | +$33.4K | ﹤0.01% | 1120 |
|
|
2022
Q3 | – | Sell |
-2,025
| Closed | -$68K | – | 1624 |
|
|
2022
Q2 | $68K | Buy |
+2,025
| New | +$68K | 0.01% | 839 |
|