InterOcean Capital Group’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
Q1 | $1.02M | Hold |
28,322
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $1.03M | Hold |
28,322
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $950K | Sell |
28,322
-333
| -1% | -$11.2K | 0.03% | 190 |
|
|
2023
Q2 | $977K | Sell |
28,655
-3,750
| -12% | -$128K | 0.03% | 186 |
|
|
2023
Q1 | $1.06M | Hold |
32,405
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $1.03M | Hold |
32,405
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $909K | Hold |
32,405
| – | – | 0.04% | 167 |
|
|
2022
Q2 | $1.08M | Buy |
+32,405
| New | +$1.08M | 0.04% | 157 |
|