HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
29,514
+1,331
| +5% | +$46.6K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $1.03M | Sell |
28,183
-4,826
| -15% | -$176K | ﹤0.01% | 1939 |
|
|
2024
Q4 | $1.24M | Buy |
33,009
+1,598
| +5% | +$59.9K | ﹤0.01% | 1816 |
|
|
2024
Q3 | $1.19M | Buy |
31,411
+6,666
| +27% | +$253K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $808K | Sell |
24,745
-700
| -3% | -$22.9K | ﹤0.01% | 1980 |
|
|
2024
Q1 | $911K | Buy |
25,445
+59
| +0.2% | +$2.11K | ﹤0.01% | 1856 |
|
|
2023
Q4 | $926K | Buy |
25,386
+1,499
| +6% | +$54.7K | ﹤0.01% | 1869 |
|
|
2023
Q3 | $800K | Buy |
23,887
+1,491
| +7% | +$49.9K | ﹤0.01% | 1917 |
|
|
2023
Q2 | $763K | Sell |
22,396
-436
| -2% | -$14.9K | ﹤0.01% | 1908 |
|
|
2023
Q1 | $742K | Buy |
22,832
+1,789
| +9% | +$58.1K | ﹤0.01% | 1841 |
|
|
2022
Q4 | $669K | Sell |
21,043
-1,353
| -6% | -$43K | ﹤0.01% | 1911 |
|
|
2022
Q3 | $629K | Buy |
22,396
+4
| +0% | +$112 | ﹤0.01% | 1869 |
|
|
2022
Q2 | $749K | Buy |
22,392
+1,091
| +5% | +$36.5K | ﹤0.01% | 1812 |
|
|
2022
Q1 | $733K | Buy |
21,301
+11,301
| +113% | +$389K | ﹤0.01% | 1930 |
|
|
2021
Q4 | $330K | Buy |
+10,000
| New | +$330K | ﹤0.01% | 2406 |
|