Lindbrook Capital’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
Q1 | $2.19K | Buy |
60
+13
| +28% | +$474 | ﹤0.01% | 2255 |
|
|
2024
Q4 | $1.76K | Hold |
47
| – | – | ﹤0.01% | 2342 |
|
|
2024
Q3 | $1.77K | Buy |
+47
| New | +$1.77K | ﹤0.01% | 2387 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$365 | – | 2736 |
|
|
2023
Q4 | $365 | Sell |
10
-15
| -60% | -$548 | ﹤0.01% | 2610 |
|
|
2023
Q3 | $839 | Buy |
25
+15
| +150% | +$503 | ﹤0.01% | 2405 |
|
|
2023
Q2 | $341 | Buy |
+10
| New | +$341 | ﹤0.01% | 2589 |
|