Envestnet Asset Management’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 | $2.74M | Buy |
78,147
+1,797
| +2% | +$62.9K | ﹤0.01% | 2608 |
|
|
2025
Q1 | $2.79M | Sell |
76,350
-4,718
| -6% | -$172K | ﹤0.01% | 2509 |
|
|
2024
Q4 | $3.04M | Buy |
81,068
+10,183
| +14% | +$381K | ﹤0.01% | 2432 |
|
|
2024
Q3 | $2.67M | Sell |
70,885
-1,957
| -3% | -$73.8K | ﹤0.01% | 2482 |
|
|
2024
Q2 | $2.38M | Sell |
72,842
-7,897
| -10% | -$258K | ﹤0.01% | 2484 |
|
|
2024
Q1 | $2.9M | Buy |
80,739
+393
| +0.5% | +$14.1K | ﹤0.01% | 2347 |
|
|
2023
Q4 | $2.93M | Sell |
80,346
-8,336
| -9% | -$304K | ﹤0.01% | 2226 |
|
|
2023
Q3 | $2.97M | Sell |
88,682
-12,460
| -12% | -$418K | ﹤0.01% | 2139 |
|
|
2023
Q2 | $3.45M | Sell |
101,142
-29,484
| -23% | -$1M | ﹤0.01% | 1932 |
|
|
2023
Q1 | $4.26M | Sell |
130,626
-15,743
| -11% | -$514K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $4.66M | Buy |
146,369
+499
| +0.3% | +$15.9K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $4.09M | Buy |
145,870
+97,279
| +200% | +$2.73M | ﹤0.01% | 1633 |
|
|
2022
Q2 | $1.62M | Sell |
48,591
-9,223
| -16% | -$308K | ﹤0.01% | 2239 |
|
|
2022
Q1 | $1.99M | Buy |
+57,814
| New | +$1.99M | ﹤0.01% | 2193 |
|