Mackenzie Financial’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 | $302K | Buy |
8,618
+252
| +3% | +$8.83K | ﹤0.01% | 1397 |
|
|
2025
Q1 | $305K | Buy |
8,366
+1
| +0% | +$36 | ﹤0.01% | 1374 |
|
|
2024
Q4 | $313K | Sell |
8,365
-7
| -0.1% | -$262 | ﹤0.01% | 1367 |
|
|
2024
Q3 | $316K | Buy |
8,372
+802
| +11% | +$30.2K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $248K | Buy |
7,570
+18
| +0.2% | +$589 | ﹤0.01% | 1259 |
|
|
2024
Q1 | $271K | Sell |
7,552
-4
| -0.1% | -$143 | ﹤0.01% | 1212 |
|
|
2023
Q4 | $276K | Buy |
7,556
+1
| +0% | +$36 | ﹤0.01% | 1188 |
|
|
2023
Q3 | $245K | Sell |
7,555
-23
| -0.3% | -$746 | ﹤0.01% | 1205 |
|
|
2023
Q2 | $259K | Buy |
7,578
+16
| +0.2% | +$547 | ﹤0.01% | 1223 |
|
|
2023
Q1 | $247K | Buy |
7,562
+1
| +0% | +$33 | ﹤0.01% | 1261 |
|
|
2022
Q4 | $241K | Sell |
7,561
-1,559
| -17% | -$49.6K | ﹤0.01% | 1166 |
|
|
2022
Q3 | $256K | Sell |
9,120
-1,036
| -10% | -$29.1K | ﹤0.01% | 1149 |
|
|
2022
Q2 | $339K | Buy |
10,156
+2,289
| +29% | +$76.4K | ﹤0.01% | 1050 |
|
|
2022
Q1 | $271K | Buy |
+7,867
| New | +$271K | ﹤0.01% | 1166 |
|