FORA Capital’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,529
| Closed | -$548K | – | 545 |
|
|
2024
Q3 | $548K | Buy |
+14,529
| New | +$548K | 0.06% | 270 |
|
|
2024
Q2 | – | Sell |
-11,711
| Closed | -$420K | – | 507 |
|
|
2024
Q1 | $420K | Sell |
11,711
-8,161
| -41% | -$293K | 0.03% | 349 |
|
|
2023
Q4 | $725K | Buy |
+19,872
| New | +$725K | 0.06% | 288 |
|
|
2023
Q2 | – | Sell |
-7,587
| Closed | -$247K | – | 556 |
|
|
2023
Q1 | $247K | Buy |
+7,587
| New | +$247K | 0.02% | 455 |
|
|
2022
Q3 | – | Sell |
-7,244
| Closed | -$242K | – | 525 |
|
|
2022
Q2 | $242K | Sell |
7,244
-6,458
| -47% | -$216K | 0.05% | 370 |
|
|
2022
Q1 | $478K | Buy |
+13,702
| New | +$478K | 0.09% | 291 |
|