Envestnet Asset Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $720K | Sell |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.79M | Sell |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $3.45M | Sell |
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|
2023
Q1 | $4.26M | Sell |
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|
2022
Q4 | $4.66M | Buy |
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|
2022
Q3 | $4.09M | Buy |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.99M | Buy |
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