EWG Elevate’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 | $736K | Hold |
21,001
| – | – | 0.23% | 80 |
|
|
2025
Q1 | $766K | Hold |
21,001
| – | – | 0.29% | 60 |
|
|
2024
Q4 | $787K | Hold |
21,001
| – | – | 0.24% | 79 |
|
|
2024
Q3 | $792K | Hold |
21,001
| – | – | 0.32% | 55 |
|
|
2024
Q2 | $687K | Hold |
21,001
| – | – | 0.25% | 78 |
|
|
2024
Q1 | $753K | Hold |
21,001
| – | – | 0.29% | 73 |
|
|
2023
Q4 | $766K | Hold |
21,001
| – | – | 0.32% | 60 |
|
|
2023
Q3 | $704K | Sell |
21,001
-4,260
| -17% | -$143K | 0.32% | 57 |
|
|
2023
Q2 | $861K | Hold |
25,261
| – | – | 0.36% | 50 |
|
|
2023
Q1 | $824K | Hold |
25,261
| – | – | 0.35% | 53 |
|
|
2022
Q4 | $804K | Sell |
25,261
-39
| -0.2% | -$1.24K | 0.41% | 44 |
|
|
2022
Q3 | $710K | Hold |
25,300
| – | – | 0.4% | 39 |
|
|
2022
Q2 | $845K | Sell |
25,300
-571
| -2% | -$19.1K | 0.41% | 43 |
|
|
2022
Q1 | $890K | Buy |
+25,871
| New | +$890K | 0.35% | 50 |
|