IFP 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 | $16K | Buy |
457
+3
| +0.7% | +$105 | ﹤0.01% | 2664 |
|
|
2025
Q1 | $19.9K | Hold |
454
| – | – | ﹤0.01% | 2287 |
|
|
2024
Q4 | $20.5K | Sell |
454
-46
| -9% | -$2.07K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $18.9K | Sell |
500
-633
| -56% | -$23.9K | ﹤0.01% | 2167 |
|
|
2024
Q2 | $37.1K | Buy |
1,133
+833
| +278% | +$27.2K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $10.8K | Sell |
300
-1,017
| -77% | -$36.5K | ﹤0.01% | 2207 |
|
|
2023
Q4 | $48K | Hold |
1,317
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q3 | $44.2K | Hold |
1,317
| – | – | ﹤0.01% | 1613 |
|
|
2023
Q2 | $44.9K | Sell |
1,317
-87
| -6% | -$2.97K | ﹤0.01% | 1652 |
|
|
2023
Q1 | $39.1K | Sell |
1,404
-67,180
| -98% | -$1.87M | ﹤0.01% | 1697 |
|
|
2022
Q4 | $1.91M | Sell |
68,584
-6,951
| -9% | -$193K | 0.05% | 385 |
|
|
2022
Q3 | $2.1M | Buy |
75,535
+14,264
| +23% | +$396K | 0.05% | 380 |
|
|
2022
Q2 | $1.7M | Hold |
61,271
| – | – | 0.05% | 398 |
|
|
2022
Q1 | $1.7M | Buy |
+61,271
| New | +$1.7M | 0.05% | 398 |
|