Everence Capital 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 | – | Sell |
-5,910
| Closed | -$216K | – | 835 |
|
|
2025
Q1 | $216K | Hold |
5,910
| – | – | 0.01% | 718 |
|
|
2024
Q4 | $221K | Sell |
5,910
-7,790
| -57% | -$291K | 0.01% | 737 |
|
|
2024
Q3 | $517K | Hold |
13,700
| – | – | 0.03% | 418 |
|
|
2024
Q2 | $448 | Hold |
13,700
| – | – | 0.03% | 420 |
|
|
2024
Q1 | $491 | Hold |
13,700
| – | – | 0.03% | 412 |
|
|
2023
Q4 | $500K | Hold |
13,700
| – | – | 0.04% | 405 |
|
|
2023
Q3 | $459 | Buy |
+13,700
| New | +$459 | 0.04% | 409 |
|