FLC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,580
| Closed | -$221K | – | 158 |
|
|
2023
Q3 | $221K | Hold |
6,580
| – | – | 0.07% | 137 |
|
|
2023
Q2 | $224K | Sell |
6,580
-1,411
| -18% | -$48.1K | 0.07% | 136 |
|
|
2023
Q1 | $261K | Sell |
7,991
-2,924
| -27% | -$95.4K | 0.08% | 133 |
|
|
2022
Q4 | $348K | Sell |
10,915
-2,176
| -17% | -$69.3K | 0.11% | 116 |
|
|
2022
Q3 | $367K | Sell |
13,091
-877
| -6% | -$24.6K | 0.13% | 112 |
|
|
2022
Q2 | $467K | Sell |
13,968
-1,462
| -9% | -$48.9K | 0.16% | 106 |
|
|
2022
Q1 | $531K | Buy |
+15,430
| New | +$531K | 0.15% | 104 |
|