MAM
Martingale Asset Management’s Phillips Edison & Co PECO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.85M | Sell |
81,324
-13,613
| -14% | -$477K | 0.07% | 232 |
|
2025
Q1 | $3.46M | Buy |
94,937
+28,777
| +43% | +$1.05M | 0.09% | 187 |
|
2024
Q4 | $2.48M | Buy |
+66,160
| New | +$2.48M | 0.06% | 262 |
|
2022
Q2 | – | Sell |
-35,318
| Closed | -$1.22M | – | 875 |
|
2022
Q1 | $1.22M | Buy |
35,318
+13,695
| +63% | +$471K | 0.02% | 427 |
|
2021
Q4 | $715K | Buy |
+21,623
| New | +$715K | 0.01% | 565 |
|