Fisher Asset Management’s Phillips Edison & Co PECO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,161
| Closed | -$261K | – | 1030 |
|
2023
Q4 | $261K | Hold |
7,161
| – | – | ﹤0.01% | 892 |
|
2023
Q3 | $240K | Sell |
7,161
-2,176
| -23% | -$73K | ﹤0.01% | 984 |
|
2023
Q2 | $318K | Buy |
9,337
+2,176
| +30% | +$74.2K | ﹤0.01% | 943 |
|
2023
Q1 | $234K | Hold |
7,161
| – | – | ﹤0.01% | 958 |
|
2022
Q4 | $228K | Hold |
7,161
| – | – | ﹤0.01% | 959 |
|
2022
Q3 | $201K | Hold |
7,161
| – | – | ﹤0.01% | 890 |
|
2022
Q2 | $239K | Sell |
7,161
-34,281
| -83% | -$1.14M | ﹤0.01% | 845 |
|
2022
Q1 | $1.43M | Buy |
+41,442
| New | +$1.43M | ﹤0.01% | 594 |
|