Jackson Grant Investment Advisers’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 | $25.1K | Hold |
716
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $26.1K | Hold |
716
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $26.8K | Hold |
716
| – | – | 0.01% | 214 |
|
|
2024
Q3 | $27K | Hold |
716
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $23.4K | Hold |
716
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $25.7K | Hold |
716
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $26.1K | Hold |
716
| – | – | 0.01% | 211 |
|
|
2023
Q3 | $24K | Hold |
716
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $24.4K | Hold |
716
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $23.4K | Hold |
716
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $22.8K | Hold |
716
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $20K | Hold |
716
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $24K | Hold |
716
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $25K | Buy |
+716
| New | +$25K | 0.01% | 263 |
|