Independent Advisor Alliance’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 | $465K | Buy |
13,280
+1,307
| +11% | +$45.8K | 0.01% | 608 |
|
|
2025
Q1 | $437K | Buy |
11,973
+1,606
| +15% | +$58.6K | 0.01% | 559 |
|
|
2024
Q4 | $388K | Buy |
10,367
+64
| +0.6% | +$2.4K | 0.01% | 1038 |
|
|
2024
Q3 | $389K | Sell |
10,303
-2,346
| -19% | -$88.5K | 0.01% | 509 |
|
|
2024
Q2 | $414K | Hold |
12,649
| – | – | 0.01% | 501 |
|
|
2024
Q1 | $454K | Sell |
12,649
-1,116
| -8% | -$40K | 0.02% | 475 |
|
|
2023
Q4 | $502K | Buy |
13,765
+3,283
| +31% | +$120K | 0.02% | 441 |
|
|
2023
Q3 | $352K | Sell |
10,482
-109
| -1% | -$3.66K | 0.02% | 481 |
|
|
2023
Q2 | $361K | Buy |
10,591
+1,113
| +12% | +$37.9K | 0.02% | 491 |
|
|
2023
Q1 | $309K | Buy |
+9,478
| New | +$309K | 0.01% | 510 |
|
|
2022
Q4 | – | Sell |
-9,478
| Closed | -$266K | – | 572 |
|
|
2022
Q3 | $266K | Sell |
9,478
-200
| -2% | -$5.61K | 0.02% | 512 |
|
|
2022
Q2 | $323K | Buy |
+9,678
| New | +$323K | 0.02% | 469 |
|