ML
McAdam LLC’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
143,484
+71
| +0% | +$2.49K | 0.28% | 50 |
|
|
2025
Q1 | $5.23M | Sell |
143,413
-2,283
| -2% | -$83.3K | 0.32% | 38 |
|
|
2024
Q4 | $5.46M | Sell |
145,696
-3,717
| -2% | -$139K | 0.3% | 50 |
|
|
2024
Q3 | $5.63M | Sell |
149,413
-16,656
| -10% | -$628K | 0.32% | 47 |
|
|
2024
Q2 | $5.43M | Sell |
166,069
-4,774
| -3% | -$156K | 0.33% | 47 |
|
|
2024
Q1 | $6.13M | Sell |
170,843
-5,933
| -3% | -$213K | 0.39% | 40 |
|
|
2023
Q4 | $6.45M | Sell |
176,776
-2,030
| -1% | -$74.1K | 0.47% | 36 |
|
|
2023
Q3 | $6M | Sell |
178,806
-19,466
| -10% | -$653K | 0.49% | 35 |
|
|
2023
Q2 | $6.76M | Sell |
198,272
-46,631
| -19% | -$1.59M | 0.56% | 34 |
|
|
2023
Q1 | $7.99M | Buy |
+244,903
| New | +$7.99M | 0.72% | 27 |
|
|
2022
Q4 | – | Sell |
-271,413
| Closed | -$7.61M | – | 210 |
|
|
2022
Q3 | $7.61M | Buy |
271,413
+10,346
| +4% | +$290K | 0.83% | 22 |
|
|
2022
Q2 | $8.72M | Sell |
261,067
-33,768
| -11% | -$1.13M | 0.92% | 21 |
|
|
2022
Q1 | $10.1M | Buy |
+294,835
| New | +$10.1M | 0.96% | 19 |
|