Marcum Wealth’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 | $512K | Sell |
14,038
-5
| -0% | -$182 | 0.04% | 190 |
|
|
2024
Q4 | $526K | Buy |
14,043
+17
| +0.1% | +$637 | 0.05% | 191 |
|
|
2024
Q3 | $529K | Sell |
14,026
-320
| -2% | -$12.1K | 0.05% | 188 |
|
|
2024
Q2 | $469K | Buy |
14,346
+1,802
| +14% | +$58.9K | 0.05% | 203 |
|
|
2024
Q1 | $450K | Sell |
12,544
-2,798
| -18% | -$100K | 0.05% | 207 |
|
|
2023
Q4 | $560K | Hold |
15,342
| – | – | 0.06% | 160 |
|
|
2023
Q3 | $515K | Sell |
15,342
-340
| -2% | -$11.4K | 0.06% | 166 |
|
|
2023
Q2 | $534K | Sell |
15,682
-544
| -3% | -$18.5K | 0.06% | 166 |
|
|
2023
Q1 | $529K | Sell |
16,226
-440
| -3% | -$14.4K | 0.07% | 165 |
|
|
2022
Q4 | $531K | Hold |
16,666
| – | – | 0.07% | 161 |
|
|
2022
Q3 | $467K | Hold |
16,666
| – | – | 0.07% | 162 |
|
|
2022
Q2 | $557K | Buy |
+16,666
| New | +$557K | 0.08% | 145 |
|