MassMutual Private Wealth & Trust’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 | $47.6K | Hold |
1,360
| – | – | ﹤0.01% | 800 |
|
|
2025
Q1 | $49.6K | Buy |
1,360
+602
| +79% | +$22K | ﹤0.01% | 735 |
|
|
2024
Q4 | $28.4K | Hold |
758
| – | – | ﹤0.01% | 893 |
|
|
2024
Q3 | $28.6K | Sell |
758
-180
| -19% | -$6.79K | ﹤0.01% | 816 |
|
|
2024
Q2 | $30.7K | Sell |
938
-1,168
| -55% | -$38.2K | ﹤0.01% | 755 |
|
|
2024
Q1 | $75.5K | Buy |
+2,106
| New | +$75.5K | ﹤0.01% | 527 |
|
|
2022
Q2 | – | Sell |
-2,261
| Closed | -$78K | – | 1673 |
|
|
2022
Q1 | $78K | Buy |
+2,261
| New | +$78K | ﹤0.01% | 415 |
|