Edgestream Partners’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 | $3.38M | Sell |
96,374
-89,605
| -48% | -$3.14M | 0.09% | 400 |
|
|
2025
Q1 | $6.79M | Buy |
185,979
+86,358
| +87% | +$3.15M | 0.23% | 135 |
|
|
2024
Q4 | $3.73M | Buy |
+99,621
| New | +$3.73M | 0.16% | 241 |
|
|
2024
Q3 | – | Sell |
-56,149
| Closed | -$1.84M | – | 1020 |
|
|
2024
Q2 | $1.84M | Sell |
56,149
-199,829
| -78% | -$6.54M | 0.09% | 361 |
|
|
2024
Q1 | $9.18M | Buy |
255,978
+162,013
| +172% | +$5.81M | 0.46% | 11 |
|
|
2023
Q4 | $3.43M | Buy |
+93,965
| New | +$3.43M | 0.25% | 103 |
|