Farther Finance Advisors’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 | $631 | Sell |
18
-17
| -49% | -$596 | ﹤0.01% | 3992 |
|
|
2025
Q1 | $1.29K | Hold |
35
| – | – | ﹤0.01% | 3536 |
|
|
2024
Q4 | $1.31K | Sell |
35
-15
| -30% | -$562 | ﹤0.01% | 3161 |
|
|
2024
Q3 | $1.89K | Sell |
50
-5
| -9% | -$189 | ﹤0.01% | 3011 |
|
|
2024
Q2 | $1.79K | Sell |
55
-9,112
| -99% | -$297K | ﹤0.01% | 2838 |
|
|
2024
Q1 | $321K | Buy |
9,167
+9,129
| +24,024% | +$320K | 0.02% | 516 |
|
|
2023
Q4 | $1.39K | Buy |
+38
| New | +$1.39K | ﹤0.01% | 2595 |
|