First Heartland Consultants’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Hold |
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|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $311 | Sell |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $255 | Buy |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $328K | Buy |
|