International Assets Investment 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
Q4 | – | Sell |
-104,117
| Closed | -$2.76K | – | 1569 |
|
|
2024
Q3 | $2.76K | Buy |
104,117
+100,856
| +3,093% | +$2.67K | 0.01% | 774 |
|
|
2024
Q2 | $107K | Buy |
+3,261
| New | +$107K | 0.01% | 926 |
|
|
2023
Q3 | – | Sell |
-6,976
| Closed | -$238K | – | 697 |
|
|
2023
Q2 | $238K | Sell |
6,976
-699
| -9% | -$23.8K | 0.03% | 453 |
|
|
2023
Q1 | $250K | Sell |
7,675
-9,419
| -55% | -$307K | 0.04% | 411 |
|
|
2022
Q4 | $544K | Buy |
+17,094
| New | +$544K | 0.06% | 331 |
|