Fiduciary Alliance’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 | $694K | Hold |
19,816
| – | – | 0.05% | 274 |
|
|
2025
Q1 | $723K | Buy |
19,816
+1,861
| +10% | +$67.9K | 0.07% | 204 |
|
|
2024
Q4 | $673K | Hold |
17,955
| – | – | 0.07% | 204 |
|
|
2024
Q3 | $677K | Hold |
17,955
| – | – | 0.09% | 133 |
|
|
2024
Q2 | $586K | Sell |
17,955
-1,861
| -9% | -$60.7K | 0.1% | 116 |
|
|
2024
Q1 | $695K | Hold |
19,816
| – | – | 0.12% | 106 |
|
|
2023
Q4 | $723K | Hold |
19,816
| – | – | 0.14% | 91 |
|
|
2023
Q3 | $665K | Hold |
19,816
| – | – | 0.15% | 86 |
|
|
2023
Q2 | $675K | Hold |
19,816
| – | – | 0.15% | 83 |
|
|
2023
Q1 | $646K | Hold |
19,816
| – | – | 0.16% | 77 |
|
|
2022
Q4 | $631K | Buy |
+19,816
| New | +$631K | 0.16% | 77 |
|