ICA Group Wealth Management’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
Q2 | $9.62K | Sell |
294
-3,732
| -93% | -$122K | 0.01% | 497 |
|
|
2024
Q1 | $144K | Sell |
4,026
-1,162
| -22% | -$41.7K | 0.03% | 326 |
|
|
2023
Q4 | $189K | Buy |
+5,188
| New | +$189K | 0.04% | 265 |
|
|
2023
Q3 | – | Sell |
-5,331
| Closed | -$182K | – | 928 |
|
|
2023
Q2 | $182K | Sell |
5,331
-13,658
| -72% | -$465K | 0.05% | 243 |
|
|
2023
Q1 | $619K | Sell |
18,989
-5,102
| -21% | -$166K | 0.15% | 133 |
|
|
2022
Q4 | $767K | Sell |
24,091
-103,695
| -81% | -$3.3M | 0.18% | 123 |
|
|
2022
Q3 | $3.58M | Sell |
127,786
-1,015
| -0.8% | -$28.5K | 0.76% | 26 |
|
|
2022
Q2 | $4.41M | Sell |
128,801
-2,095
| -2% | -$71.7K | 0.82% | 25 |
|
|
2022
Q1 | $4.31M | Buy |
+130,896
| New | +$4.31M | 0.82% | 26 |
|