Farmers & Merchants Investments Inc’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 | $15K | Hold |
427
| – | – | ﹤0.01% | 620 |
|
|
2025
Q1 | $15.6K | Hold |
427
| – | – | ﹤0.01% | 595 |
|
|
2024
Q4 | $16K | Sell |
427
-350
| -45% | -$13.1K | ﹤0.01% | 613 |
|
|
2024
Q3 | $29.3K | Hold |
777
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $25.4K | Hold |
777
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $27.9K | Hold |
777
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $28.3K | Hold |
777
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $26.1K | Buy |
777
+78
| +11% | +$2.62K | ﹤0.01% | 467 |
|
|
2023
Q2 | $23.8K | Hold |
699
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $22.8K | Hold |
699
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $22.3K | Hold |
699
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $20K | Hold |
699
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $23K | Buy |
+699
| New | +$23K | ﹤0.01% | 531 |
|