Kozak & Associates’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 | $33.7K | Buy |
975
+9
| +0.9% | +$311 | 0.01% | 169 |
|
|
2025
Q1 | $34.3K | Buy |
966
+8
| +0.8% | +$284 | 0.01% | 145 |
|
|
2024
Q4 | $35.9K | Buy |
958
+8
| +0.8% | +$300 | 0.01% | 148 |
|
|
2024
Q3 | $35.4K | Buy |
950
+7
| +0.7% | +$261 | 0.01% | 150 |
|
|
2024
Q2 | $30.9K | Buy |
943
+6
| +0.6% | +$197 | 0.01% | 147 |
|
|
2024
Q1 | $30.6K | Buy |
937
+11
| +1% | +$359 | 0.01% | 151 |
|
|
2023
Q4 | $32.5K | Buy |
926
+2
| +0.2% | +$70 | 0.01% | 157 |
|
|
2023
Q3 | $30.8K | Hold |
924
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $31.6K | Hold |
924
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $30.1K | Hold |
924
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $29K | Hold |
924
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $27K | Hold |
924
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $31K | Hold |
924
| – | – | 0.02% | 175 |
|
|
2022
Q1 | $31K | Hold |
924
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $31K | Buy |
+924
| New | +$31K | 0.02% | 190 |
|