CreativeOne 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 | $269K | Buy |
+7,667
| New | +$269K | 0.01% | 963 |
|
|
2024
Q2 | – | Sell |
-7,326
| Closed | -$263K | – | 877 |
|
|
2024
Q1 | $263K | Buy |
7,326
+13
| +0.2% | +$467 | 0.01% | 757 |
|
|
2023
Q4 | $267K | Sell |
7,313
-1,662
| -19% | -$60.7K | 0.02% | 536 |
|
|
2023
Q3 | $301K | Sell |
8,975
-3,039
| -25% | -$102K | 0.02% | 440 |
|
|
2023
Q2 | $409K | Buy |
12,014
+437
| +4% | +$14.9K | 0.02% | 551 |
|
|
2023
Q1 | $378K | Sell |
11,577
-259
| -2% | -$8.46K | 0.02% | 547 |
|
|
2022
Q4 | $377K | Sell |
11,836
-1,547
| -12% | -$49.3K | 0.02% | 508 |
|
|
2022
Q3 | $375K | Sell |
13,383
-1,789
| -12% | -$50.1K | 0.02% | 475 |
|
|
2022
Q2 | $507K | Buy |
15,172
+1,338
| +10% | +$44.7K | 0.03% | 413 |
|
|
2022
Q1 | $476K | Buy |
+13,834
| New | +$476K | 0.02% | 440 |
|