FinTrust Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $25.6K | Hold |
680
| – | – | ﹤0.01% | 749 |
|
2024
Q2 | $22.2K | Hold |
680
| – | – | ﹤0.01% | 724 |
|
2024
Q1 | $24.4K | Hold |
680
| – | – | ﹤0.01% | 687 |
|
2023
Q4 | $24.8K | Hold |
680
| – | – | ﹤0.01% | 637 |
|
2023
Q3 | $22.8K | Hold |
680
| – | – | 0.01% | 625 |
|
2023
Q2 | $21.7K | Hold |
680
| – | – | 0.01% | 631 |
|
2023
Q1 | $21.7K | Hold |
680
| – | – | 0.01% | 630 |
|
2022
Q4 | $21.7K | Hold |
680
| – | – | 0.01% | 629 |
|
2022
Q3 | $20K | Hold |
680
| – | – | 0.01% | 719 |
|
2022
Q2 | $23K | Hold |
680
| – | – | 0.01% | 701 |
|
2022
Q1 | $23K | Buy |
+680
| New | +$23K | 0.01% | 734 |
|