Covestor’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 | $74K | Buy |
2,106
+1,837
| +683% | +$64.5K | 0.04% | 722 |
|
|
2025
Q1 | $10K | Buy |
269
+1
| +0.4% | +$37 | 0.01% | 1502 |
|
|
2024
Q4 | $10K | Hold |
268
| – | – | 0.01% | 1549 |
|
|
2024
Q3 | $10K | Hold |
268
| – | – | 0.01% | 1571 |
|
|
2024
Q2 | $9K | Buy |
268
+1
| +0.4% | +$34 | 0.01% | 1628 |
|
|
2024
Q1 | $10K | Hold |
267
| – | – | 0.01% | 1605 |
|
|
2023
Q4 | $10K | Buy |
267
+259
| +3,238% | +$9.7K | 0.01% | 1578 |
|
|
2023
Q3 | $0 | Sell |
8
-1
| -11% | – | ﹤0.01% | 2575 |
|
|
2023
Q2 | $0 | Sell |
9
-1,019
| -99% | – | ﹤0.01% | 2526 |
|
|
2023
Q1 | $34K | Sell |
1,028
-1
| -0.1% | -$33 | 0.03% | 859 |
|
|
2022
Q4 | $33K | Sell |
1,029
-3
| -0.3% | -$96 | 0.03% | 884 |
|
|
2022
Q3 | $29K | Buy |
1,032
+1,020
| +8,500% | +$28.7K | 0.03% | 902 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2241 |
|