Creative Financial Designs’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 | $15.1K | Buy |
430
+4
| +0.9% | +$140 | ﹤0.01% | 1217 |
|
|
2025
Q1 | $15.6K | Buy |
426
+3
| +0.7% | +$110 | ﹤0.01% | 1158 |
|
|
2024
Q4 | $15.8K | Buy |
423
+4
| +1% | +$150 | ﹤0.01% | 1107 |
|
|
2024
Q3 | $15.8K | Sell |
419
-96
| -19% | -$3.62K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $16.9K | Buy |
515
+4
| +0.8% | +$131 | ﹤0.01% | 1038 |
|
|
2024
Q1 | $18.3K | Sell |
511
-1,032
| -67% | -$37K | ﹤0.01% | 990 |
|
|
2023
Q4 | $56.3K | Buy |
1,543
+1,041
| +207% | +$38K | 0.01% | 655 |
|
|
2023
Q3 | $16.8K | Sell |
502
-349
| -41% | -$11.7K | ﹤0.01% | 897 |
|
|
2023
Q2 | $29K | Sell |
851
-711
| -46% | -$24.2K | ﹤0.01% | 771 |
|
|
2023
Q1 | $51K | Sell |
1,562
-93
| -6% | -$3.04K | 0.01% | 592 |
|
|
2022
Q4 | $52.7K | Buy |
1,655
+9
| +0.5% | +$287 | 0.01% | 560 |
|
|
2022
Q3 | $46K | Buy |
1,646
+927
| +129% | +$25.9K | 0.01% | 569 |
|
|
2022
Q2 | $24K | Hold |
719
| – | – | ﹤0.01% | 699 |
|
|
2022
Q1 | $25K | Buy |
+719
| New | +$25K | ﹤0.01% | 721 |
|