Creative Planning’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 | $1.96M | Buy |
55,895
+3,371
| +6% | +$118K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $1.92M | Sell |
52,524
-5,229
| -9% | -$191K | ﹤0.01% | 1198 |
|
|
2024
Q4 | $2.16M | Buy |
57,753
+8,824
| +18% | +$331K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $1.85M | Sell |
48,929
-1,285
| -3% | -$48.5K | ﹤0.01% | 1104 |
|
|
2024
Q2 | $1.64M | Sell |
50,214
-842
| -2% | -$27.5K | ﹤0.01% | 1088 |
|
|
2024
Q1 | $1.83M | Sell |
51,056
-4,111
| -7% | -$147K | ﹤0.01% | 997 |
|
|
2023
Q4 | $2.01M | Buy |
55,167
+1,945
| +4% | +$71K | ﹤0.01% | 912 |
|
|
2023
Q3 | $1.79M | Buy |
53,222
+579
| +1% | +$19.4K | ﹤0.01% | 898 |
|
|
2023
Q2 | $1.79M | Buy |
52,643
+581
| +1% | +$19.8K | ﹤0.01% | 870 |
|
|
2023
Q1 | $1.7M | Buy |
52,062
+131
| +0.3% | +$4.27K | ﹤0.01% | 842 |
|
|
2022
Q4 | $1.65M | Sell |
51,931
-2,898
| -5% | -$92.3K | ﹤0.01% | 823 |
|
|
2022
Q3 | $1.54M | Sell |
54,829
-2,066
| -4% | -$58K | ﹤0.01% | 777 |
|
|
2022
Q2 | $1.9M | Sell |
56,895
-1,427
| -2% | -$47.7K | ﹤0.01% | 730 |
|
|
2022
Q1 | $2.01M | Buy |
+58,322
| New | +$2.01M | ﹤0.01% | 722 |
|