Corient Private Wealth’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 | $217K | Sell |
6,194
-75
| -1% | -$2.63K | ﹤0.01% | 2276 |
|
|
2025
Q1 | $229K | Sell |
6,269
-1,132
| -15% | -$41.3K | ﹤0.01% | 1991 |
|
|
2024
Q4 | $277K | Sell |
7,401
-27
| -0.4% | -$1.01K | ﹤0.01% | 1938 |
|
|
2024
Q3 | $280K | Buy |
7,428
+840
| +13% | +$31.7K | ﹤0.01% | 2016 |
|
|
2024
Q2 | $215K | Sell |
6,588
-1,894
| -22% | -$62K | ﹤0.01% | 2082 |
|
|
2024
Q1 | $304K | Sell |
8,482
-517
| -6% | -$18.5K | ﹤0.01% | 1875 |
|
|
2023
Q4 | $328K | Buy |
8,999
+909
| +11% | +$33.2K | ﹤0.01% | 1815 |
|
|
2023
Q3 | $271K | Buy |
+8,090
| New | +$271K | ﹤0.01% | 1786 |
|