MHS
M Holdings Securities’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
24,804
+2,641
| +12% | +$92.4K | 0.15% | 99 |
|
|
2025
Q1 | $809K | Buy |
22,163
+5,903
| +36% | +$215K | 0.13% | 106 |
|
|
2024
Q4 | $609K | Sell |
16,260
-1,000
| -6% | -$37.5K | 0.1% | 110 |
|
|
2024
Q3 | $651K | Sell |
17,260
-7,967
| -32% | -$300K | 0.16% | 68 |
|
|
2024
Q2 | $824K | Buy |
25,227
+6,931
| +38% | +$226K | 0.11% | 114 |
|
|
2024
Q1 | $656K | Sell |
18,296
-30
| -0.2% | -$1.08K | 0.11% | 104 |
|
|
2023
Q4 | $669K | Sell |
18,326
-3
| -0% | -$110 | 0.08% | 145 |
|
|
2023
Q3 | $615K | Buy |
18,329
+3,196
| +21% | +$107K | 0.08% | 149 |
|
|
2023
Q2 | $516K | Sell |
15,133
-12,312
| -45% | -$420K | 0.11% | 77 |
|
|
2023
Q1 | $889K | Sell |
27,445
-17
| -0.1% | -$551 | 0.09% | 123 |
|
|
2022
Q4 | $876K | Sell |
27,462
-2,647
| -9% | -$84.4K | 0.09% | 173 |
|
|
2022
Q3 | $845K | Sell |
30,109
-200
| -0.7% | -$5.61K | 0.09% | 168 |
|
|
2022
Q2 | $1.01M | Sell |
30,309
-2,787
| -8% | -$93.1K | 0.1% | 153 |
|
|
2022
Q1 | $1.14M | Buy |
+33,096
| New | +$1.14M | 0.09% | 167 |
|