Demars Financial Group’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,572
| Closed | -$495K | – | 77 |
|
|
2023
Q4 | $495K | Buy |
13,572
+579
| +4% | +$21.1K | 0.26% | 41 |
|
|
2023
Q3 | $436K | Buy |
12,993
+357
| +3% | +$12K | 0.25% | 54 |
|
|
2023
Q2 | $431K | Sell |
12,636
-334
| -3% | -$11.4K | 0.24% | 57 |
|
|
2023
Q1 | $423K | Sell |
12,970
-120
| -0.9% | -$3.91K | 0.23% | 57 |
|
|
2022
Q4 | $417K | Buy |
+13,090
| New | +$417K | 0.23% | 53 |
|