Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-44,261
| Closed | -$1.51M | – | 67 |
|
|
2023
Q2 | $1.51M | Sell |
44,261
-936
| -2% | -$31.9K | 3.24% | 9 |
|
|
2023
Q1 | $1.47M | Sell |
45,197
-743
| -2% | -$24.2K | 2.96% | 8 |
|
|
2022
Q4 | $1.46M | Sell |
45,940
-1,361
| -3% | -$43.3K | 3.3% | 11 |
|
|
2022
Q3 | $1.4M | Sell |
47,301
-24,142
| -34% | -$714K | 3.45% | 11 |
|
|
2022
Q2 | $2.41M | Sell |
71,443
-256,026
| -78% | -$8.62M | 3.23% | 5 |
|
|
2022
Q1 | $11.2M | Buy |
+327,469
| New | +$11.2M | 7.68% | 1 |
|