First Heartland Consultants’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 | $306K | Hold |
8,734
| – | – | 0.03% | 381 |
|
|
2025
Q1 | $319K | Hold |
8,734
| – | – | 0.03% | 337 |
|
|
2024
Q4 | $327K | Sell |
8,734
-1,929
| -18% | -$72.3K | 0.03% | 327 |
|
|
2024
Q3 | $402K | Buy |
10,663
+1,170
| +12% | +$44.1K | 0.04% | 277 |
|
|
2024
Q2 | $311 | Sell |
9,493
-350
| -4% | -$11 | 0.02% | 337 |
|
|
2024
Q1 | $353K | Hold |
9,843
| – | – | 0.04% | 306 |
|
|
2023
Q4 | $359K | Buy |
9,843
+8
| +0.1% | +$292 | 0.04% | 262 |
|
|
2023
Q3 | $330K | Buy |
9,835
+1,413
| +17% | +$47.4K | 0.04% | 275 |
|
|
2023
Q2 | $287K | Sell |
8,422
-16
| -0.2% | -$545 | 0.04% | 295 |
|
|
2023
Q1 | $275K | Sell |
8,438
-1,006
| -11% | -$32.8K | 0.04% | 291 |
|
|
2022
Q4 | $301K | Buy |
9,444
+350
| +4% | +$11.1K | 0.05% | 277 |
|
|
2022
Q3 | $255 | Buy |
9,094
+1,325
| +17% | +$37 | 0.02% | 289 |
|
|
2022
Q2 | $259K | Sell |
7,769
-1,787
| -19% | -$59.6K | 0.04% | 286 |
|
|
2022
Q1 | $328K | Buy |
+9,556
| New | +$328K | 0.05% | 244 |
|