M Holdings Securities’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $809K | Buy |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $651K | Sell |
|
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|
2024
Q2 | $824K | Buy |
|
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|
2024
Q1 | $656K | Sell |
|
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|
2023
Q4 | $669K | Sell |
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|
2023
Q3 | $615K | Buy |
|
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $889K | Sell |
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|
2022
Q4 | $876K | Sell |
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|
2022
Q3 | $845K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.14M | Buy |
|