Focus Partners Wealth’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 | $1.03M | Buy |
29,428
+131
| +0.4% | +$4.59K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $1.07M | Sell |
29,297
-4
| -0% | -$146 | ﹤0.01% | 1039 |
|
|
2024
Q4 | $1.1M | Sell |
29,301
-9,899
| -25% | -$371K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $1.48M | Buy |
39,200
+2,235
| +6% | +$84.3K | ﹤0.01% | 838 |
|
|
2024
Q2 | $1.21M | Buy |
36,965
+24,366
| +193% | +$797K | ﹤0.01% | 762 |
|
|
2024
Q1 | $452K | Sell |
12,599
-164,515
| -93% | -$5.9M | ﹤0.01% | 743 |
|
|
2023
Q4 | $6.46M | Buy |
+177,114
| New | +$6.46M | 0.08% | 194 |
|