Curi RMB Capital’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 | $622K | Sell |
17,714
-4,495
| -20% | -$158K | 0.01% | 476 |
|
|
2025
Q1 | $813K | Sell |
22,209
-237
| -1% | -$8.67K | 0.02% | 344 |
|
|
2024
Q4 | $841K | Sell |
22,446
-412
| -2% | -$15.4K | 0.02% | 354 |
|
|
2024
Q3 | $862K | Sell |
22,858
-530
| -2% | -$20K | 0.02% | 359 |
|
|
2024
Q2 | $765K | Sell |
23,388
-921
| -4% | -$30.1K | 0.02% | 360 |
|
|
2024
Q1 | $872K | Buy |
+24,309
| New | +$872K | 0.02% | 360 |
|