LexAurum Advisors’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 | $201K | Sell |
5,728
-1,166
| -17% | -$40.8K | 0.03% | 350 |
|
|
2025
Q1 | $252K | Hold |
6,894
| – | – | 0.05% | 295 |
|
|
2024
Q4 | $258K | Buy |
6,894
+636
| +10% | +$23.8K | 0.05% | 284 |
|
|
2024
Q3 | $236K | Sell |
6,258
-1,742
| -22% | -$65.7K | 0.05% | 274 |
|
|
2024
Q2 | $262K | Buy |
8,000
+21
| +0.3% | +$687 | 0.06% | 241 |
|
|
2024
Q1 | $286K | Buy |
7,979
+20
| +0.3% | +$717 | 0.07% | 231 |
|
|
2023
Q4 | $290K | Sell |
7,959
-179
| -2% | -$6.53K | 0.08% | 230 |
|
|
2023
Q3 | $273K | Buy |
8,138
+695
| +9% | +$23.3K | 0.08% | 227 |
|
|
2023
Q2 | $254K | Sell |
7,443
-4,835
| -39% | -$165K | 0.08% | 224 |
|
|
2023
Q1 | $401K | Sell |
12,278
-63
| -0.5% | -$2.06K | 0.13% | 145 |
|
|
2022
Q4 | $393K | Hold |
12,341
| – | – | 0.14% | 149 |
|
|
2022
Q3 | $346K | Hold |
12,341
| – | – | 0.13% | 157 |
|
|
2022
Q2 | $412K | Buy |
12,341
+3,373
| +38% | +$113K | 0.15% | 136 |
|
|
2022
Q1 | $308K | Buy |
+8,968
| New | +$308K | 0.1% | 183 |
|