EI
Ellevest Inc’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
9,308
+12
| +0.1% | +$420 | 0.05% | 286 |
|
|
2025
Q1 | $339K | Hold |
9,296
| – | – | 0.02% | 266 |
|
|
2024
Q4 | $348K | Buy |
9,296
+33
| +0.4% | +$1.24K | 0.02% | 279 |
|
|
2024
Q3 | $349K | Buy |
9,263
+37
| +0.4% | +$1.4K | 0.02% | 292 |
|
|
2024
Q2 | $302K | Sell |
9,226
-11
| -0.1% | -$360 | 0.02% | 313 |
|
|
2024
Q1 | $331K | Buy |
9,237
+116
| +1% | +$4.16K | 0.02% | 294 |
|
|
2023
Q4 | $333K | Buy |
9,121
+51
| +0.6% | +$1.86K | 0.02% | 277 |
|
|
2023
Q3 | $304K | Buy |
9,070
+48
| +0.5% | +$1.61K | 0.02% | 260 |
|
|
2023
Q2 | $307K | Buy |
9,022
+145
| +2% | +$4.94K | 0.02% | 266 |
|
|
2023
Q1 | $290K | Buy |
8,877
+23
| +0.3% | +$750 | 0.02% | 249 |
|
|
2022
Q4 | $282K | Buy |
8,854
+95
| +1% | +$3.03K | 0.02% | 243 |
|
|
2022
Q3 | $246K | Sell |
8,759
-2,131
| -20% | -$59.9K | 0.02% | 235 |
|
|
2022
Q2 | $364K | Buy |
10,890
+344
| +3% | +$11.5K | 0.03% | 157 |
|
|
2022
Q1 | $363K | Buy |
+10,546
| New | +$363K | 0.03% | 194 |
|